WFA Asset Management Corp IWL Holdings History
WFA Asset Management Corp's iShares Russell Top 200 ETF Holding Summary
As of 2025-03-31, WFA Asset Management Corp held 93,818.00 shares of iShares Russell Top 200 ETF(IWL), totaling $11.93 Mil. This investment constitutes 6.24% of their stock portfolio, and WFA Asset Management Corp now holds 0.86% of the outstanding iShares Russell Top 200 ETF(IWL) stock.
The initial trade took place in 2021Q4. And since then WFA Asset Management Corp has made 6 purchases of IWL, at an average price of $112.27, for a total of 127,524.00 shares. In addition, there have been 7 sales at an average price of $107.15 for 33,706.00 shares. Based on historical transaction data and IWL's current price of $155.62, WFA Asset Management Corp's estimated gain on his IWL holdings is $3.89 Mil, reflecting a 27.20% gain to date.
WFA Asset Management Corp IWL ($155.62) Holding Chart
WFA Asset Management Corp IWL ($155.62) 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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