Wealthstream Advisors, Inc. IWV Holdings History
Wealthstream Advisors, Inc.'s iShares Russell 3000 ETF Holding Summary
As of 2025-03-31, Wealthstream Advisors, Inc. held 53,882.00 shares of iShares Russell 3000 ETF(IWV), totaling $17.11 Mil. This investment constitutes 3.2% of their stock portfolio, and Wealthstream Advisors, Inc. now holds 0.12% of the outstanding iShares Russell 3000 ETF(IWV) stock.
The initial trade took place in 2021Q4. And since then Wealthstream Advisors, Inc. has made 5 purchases of IWV, at an average price of $269.59, for a total of 59,625.00 shares. In addition, there have been 6 sales at an average price of $263.99 for 5,743.00 shares. Based on historical transaction data and IWV's current price of $357.07, Wealthstream Advisors, Inc.'s estimated gain on his IWV holdings is $4.68 Mil, reflecting a 29.13% gain to date.
Wealthstream Advisors, Inc. IWV ($357.07) Holding Chart
Wealthstream Advisors, 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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