Jvl Associates Llc IWV Holdings History
Number of Shares
29,127.00
Current Holdings Value*
$9.25 Mil
% of Portfolio
3.73%
Total Estimate Gain
$6.30 Mil
% of Total Estimate Gain
119.26%
jvl associates llc's iShares Russell 3000 ETF Holding Summary
As of 2025-03-31, jvl associates llc held 29,127.00 shares of iShares Russell 3000 ETF(IWV), totaling $9.25 Mil. This investment constitutes 3.73% of their stock portfolio, and jvl associates llc now holds 0.06% of the outstanding iShares Russell 3000 ETF(IWV) stock.
The initial trade took place in 2018Q2. In addition, there have been 5 sales at an average price of $267.74 for 5,787.00 shares. Based on historical transaction data and IWV's current price of $344.77, jvl associates llc's estimated gain on his IWV holdings is $6.30 Mil, reflecting a 119.26% gain to date.
jvl associates llc IWV ($344.77) Holding Chart
jvl associates llc IWV ($344.77) 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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