Number of Shares
1,336.00
Current Holdings Value*
$329,340.00
% of Portfolio
0.09%
Total Estimate Gain
$112,061.07
% of Total Estimate Gain
2.33%

WORLD EQUITY GROUP, INC.'s iShares Russell Top 200 Growth ETF Holding Summary

As of 2025-06-30, WORLD EQUITY GROUP, INC. held 1,336.00 shares of iShares Russell Top 200 Growth ETF(IWY), totaling $329,340.00. This investment constitutes 0.09% of their stock portfolio, and WORLD EQUITY GROUP, INC. now holds 0% of the outstanding iShares Russell Top 200 Growth ETF(IWY) stock.

The initial trade took place in 2022Q1. And since then WORLD EQUITY GROUP, INC. has made 3 purchases of IWY, at an average price of $177.62, for a total of 27,123.00 shares. In addition, there have been 4 sales at an average price of $178.07 for 25,787.00 shares. Based on historical transaction data and IWY's current price of $252.84, WORLD EQUITY GROUP, INC.'s estimated gain on his IWY holdings is $112,061.07, reflecting a 2.33% gain to date.

WORLD EQUITY GROUP, INC. IWY ($252.84) Holding Chart

WORLD EQUITY GROUP, INC. IWY ($252.84) 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 %

Top Ranked Articles

  • 1