Number of Shares
4,518.00
Current Holdings Value*
$1.92 Mil
% of Portfolio
0.24%
Total Estimate Gain
$10.96 Mil
% of Total Estimate Gain
110.16%

1834 INVESTMENT ADVISORS CO's iShares Russell 1000 Growth ETF Holding Summary

As of 2025-06-30, 1834 INVESTMENT ADVISORS CO held 4,518.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $1.92 Mil. This investment constitutes 0.24% of their stock portfolio, and 1834 INVESTMENT ADVISORS CO now holds 0% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.

The initial trade took place in 2014Q1. And since then 1834 INVESTMENT ADVISORS CO has made 6 purchases of IWF, at an average price of $108.72, for a total of 91,471.00 shares. In addition, there have been 20 sales at an average price of $217.68 for 86,953.00 shares. Based on historical transaction data and IWF's current price of $436.59, 1834 INVESTMENT ADVISORS CO's estimated gain on his IWF holdings is $10.96 Mil, reflecting a 110.16% gain to date.

1834 INVESTMENT ADVISORS CO IWF ($436.59) Holding Chart

1834 INVESTMENT ADVISORS CO IWF ($436.59) 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 %

Top Ranked Articles

  • 1