WADE G W & INC IWB Holdings History
WADE G W & INC's iShares Russell 1000 ETF Holding Summary
As of 2023-12-31, WADE G W & INC held 132,474.00 shares of iShares Russell 1000 ETF(IWB), totaling $34.74 Mil. This investment constitutes 1.13% of their stock portfolio, and WADE G W & INC now holds 0.11% of the outstanding iShares Russell 1000 ETF(IWB) stock.
The initial trade took place in 2014Q1. And since then WADE G W & INC has made 16 purchases of IWB, at an average price of $181.70, for a total of 152,689.00 shares. In addition, there have been 14 sales at an average price of $163.74 for 20,215.00 shares. Based on historical transaction data and IWB's current price of $345.18, WADE G W & INC's estimated gain on his IWB holdings is $21.29 Mil, reflecting a 76.76% gain to date.
WADE G W & INC IWB ($345.18) Holding Chart
WADE G W & INC IWB ($345.18) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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