XML Financial, LLC IWB Holdings History
XML Financial, LLC's iShares Russell 1000 ETF Holding Summary
As of 2025-03-31, XML Financial, LLC held 85,903.00 shares of iShares Russell 1000 ETF(IWB), totaling $26.35 Mil. This investment constitutes 2.46% of their stock portfolio, and XML Financial, LLC now holds 0.07% of the outstanding iShares Russell 1000 ETF(IWB) stock.
The initial trade took place in 2019Q4. And since then XML Financial, LLC has made 10 purchases of IWB, at an average price of $185.35, for a total of 106,407.00 shares. In addition, there have been 11 sales at an average price of $214.75 for 20,504.00 shares. Based on historical transaction data and IWB's current price of $336.23, XML Financial, LLC's estimated gain on his IWB holdings is $13.56 Mil, reflecting a 68.77% gain to date.
XML Financial, LLC IWB ($336.23) Holding Chart
XML Financial, LLC IWB ($336.23) 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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