Wealth Architects, LLC IWB Holdings History
Wealth Architects, LLC's iShares Russell 1000 ETF Holding Summary
As of 2025-03-31, Wealth Architects, LLC held 8,731.00 shares of iShares Russell 1000 ETF(IWB), totaling $2.68 Mil. This investment constitutes 0.3% of their stock portfolio, and Wealth Architects, LLC now holds 0.01% of the outstanding iShares Russell 1000 ETF(IWB) stock.
The initial trade took place in 2014Q4. And since then Wealth Architects, LLC has made 2 purchases of IWB, at an average price of $257.62, for a total of 10,585.00 shares. In addition, there have been 1 sales at an average price of $115.46 for 1,854.00 shares. Based on historical transaction data and IWB's current price of $345.18, Wealth Architects, LLC's estimated gain on his IWB holdings is $500,913.48, reflecting a 18.37% gain to date.
Wealth Architects, LLC IWB ($345.18) Holding Chart
Wealth Architects, LLC IWB ($345.18) 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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