Wall Capital Group, Inc. IWV Holdings History
Wall Capital Group, Inc.'s iShares Russell 3000 ETF Holding Summary
As of 2023-12-31, Wall Capital Group, Inc. held 15,337.00 shares of iShares Russell 3000 ETF(IWV), totaling $4.20 Mil. This investment constitutes 4.76% of their stock portfolio, and Wall Capital Group, Inc. now holds 0.03% of the outstanding iShares Russell 3000 ETF(IWV) stock.
The initial trade took place in 2020Q1. And since then Wall Capital Group, Inc. has made 5 purchases of IWV, at an average price of $219.92, for a total of 98,963.00 shares. In addition, there have been 4 sales at an average price of $231.21 for 83,626.00 shares. Based on historical transaction data and IWV's current price of $357.07, Wall Capital Group, Inc.'s estimated gain on his IWV holdings is $3.05 Mil, reflecting a 14.01% gain to date.
Wall Capital Group, Inc. IWV ($357.07) Holding Chart
Wall Capital Group, Inc. IWV ($357.07) 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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