WJ Wealth Management, LLC IWY Holdings History
WJ Wealth Management, LLC's iShares Russell Top 200 Growth ETF Holding Summary
As of 2025-03-31, WJ Wealth Management, LLC held 31,145.00 shares of iShares Russell Top 200 Growth ETF(IWY), totaling $6.57 Mil. This investment constitutes 2.32% of their stock portfolio, and WJ Wealth Management, LLC now holds 0.06% of the outstanding iShares Russell Top 200 Growth ETF(IWY) stock.
The initial trade took place in 2023Q1. And since then WJ Wealth Management, LLC has made 5 purchases of IWY, at an average price of $144.60, for a total of 113,642.00 shares. In addition, there have been 4 sales at an average price of $191.46 for 82,497.00 shares. Based on historical transaction data and IWY's current price of $251.97, WJ Wealth Management, LLC's estimated gain on his IWY holdings is $7.21 Mil, reflecting a 43.88% gain to date.
WJ Wealth Management, LLC IWY ($251.97) Holding Chart
WJ Wealth Management, LLC IWY ($251.97) 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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