WealthTrust Asset Management, LLC IWB Holdings History
WealthTrust Asset Management, LLC's iShares Russell 1000 ETF Holding Summary
As of 2025-03-31, WealthTrust Asset Management, LLC held 9,706.00 shares of iShares Russell 1000 ETF(IWB), totaling $2.98 Mil. This investment constitutes 2.21% of their stock portfolio, and WealthTrust Asset Management, LLC now holds 0.01% of the outstanding iShares Russell 1000 ETF(IWB) stock.
The initial trade took place in 2024Q2. And since then WealthTrust Asset Management, LLC has made 4 purchases of IWB, at an average price of $307.95, for a total of 9,706.00 shares. Based on historical transaction data and IWB's current price of $345.18, WealthTrust Asset Management, LLC's estimated gain on his IWB holdings is $361,316.56, reflecting a 12.09% gain to date.
WealthTrust Asset Management, LLC IWB ($345.18) Holding Chart
WealthTrust Asset Management, 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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