Wescott Financial Advisory Group, LLC IWB Holdings History
Wescott Financial Advisory Group, LLC's iShares Russell 1000 ETF Holding Summary
As of 2025-03-31, Wescott Financial Advisory Group, LLC held 90,515.00 shares of iShares Russell 1000 ETF(IWB), totaling $27.76 Mil. This investment constitutes 2.88% of their stock portfolio, and Wescott Financial Advisory Group, LLC now holds 0.07% of the outstanding iShares Russell 1000 ETF(IWB) stock.
The initial trade took place in 2020Q4. In addition, there have been 17 sales at an average price of $268.84 for 29,743.00 shares. Based on historical transaction data and IWB's current price of $342.67, Wescott Financial Advisory Group, LLC's estimated gain on his IWB holdings is $15.14 Mil, reflecting a 63.41% gain to date.
Wescott Financial Advisory Group, LLC IWB ($342.67) Holding Chart
Wescott Financial Advisory Group, LLC IWB ($342.67) 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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