Waverly Advisors, LLC IWB Holdings History
Waverly Advisors, LLC's iShares Russell 1000 ETF Holding Summary
As of 2025-03-31, Waverly Advisors, LLC held 331,951.00 shares of iShares Russell 1000 ETF(IWB), totaling $101.82 Mil. This investment constitutes 1.24% of their stock portfolio, and Waverly Advisors, LLC now holds 0.27% of the outstanding iShares Russell 1000 ETF(IWB) stock.
The initial trade took place in 2013Q4. And since then Waverly Advisors, LLC has made 12 purchases of IWB, at an average price of $220.32, for a total of 398,235.00 shares. In addition, there have been 13 sales at an average price of $258.22 for 66,284.00 shares. Based on historical transaction data and IWB's current price of $349.09, Waverly Advisors, LLC's estimated gain on his IWB holdings is $45.26 Mil, reflecting a 51.58% gain to date.
Waverly Advisors, LLC IWB ($349.09) Holding Chart
Waverly Advisors, LLC IWB ($349.09) 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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