Number of Shares
100,376.00
Current Holdings Value*
$22.11 Mil
% of Portfolio
11.71%
Total Estimate Gain
$13.66 Mil
% of Total Estimate Gain
62.47%

WC Walker & Associates, Inc.'s iShares Russell 1000 ETF Holding Summary

As of 2022-12-31, WC Walker & Associates, Inc. held 100,376.00 shares of iShares Russell 1000 ETF(IWB), totaling $22.11 Mil. This investment constitutes 11.71% of their stock portfolio, and WC Walker & Associates, Inc. now holds 0.08% of the outstanding iShares Russell 1000 ETF(IWB) stock.

The initial trade took place in 2020Q4. And since then WC Walker & Associates, Inc. has made 7 purchases of IWB, at an average price of $213.32, for a total of 102,473.00 shares. In addition, there have been 1 sales at an average price of $218.29 for 2,097.00 shares. Based on historical transaction data and IWB's current price of $349.26, WC Walker & Associates, Inc.'s estimated gain on his IWB holdings is $13.66 Mil, reflecting a 62.47% gain to date.

WC Walker & Associates, Inc. IWB ($349.26) Holding Chart

WC Walker & Associates, Inc. IWB ($349.26) 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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