ATTICUS WEALTH MANAGEMENT, LLC IWF Holdings History
ATTICUS WEALTH MANAGEMENT, LLC's iShares Russell 1000 Growth ETF Holding Summary
As of 2025-06-30, ATTICUS WEALTH MANAGEMENT, LLC held 54,260.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $23.04 Mil. This investment constitutes 6.22% of their stock portfolio, and ATTICUS WEALTH MANAGEMENT, LLC now holds 0.02% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2019Q4. And since then ATTICUS WEALTH MANAGEMENT, LLC has made 12 purchases of IWF, at an average price of $340.28, for a total of 62,839.00 shares. In addition, there have been 4 sales at an average price of $238.16 for 8,579.00 shares. Based on historical transaction data and IWF's current price of $431.01, ATTICUS WEALTH MANAGEMENT, LLC's estimated gain on his IWF holdings is $4.05 Mil, reflecting a 18.93% gain to date.
ATTICUS WEALTH MANAGEMENT, LLC IWF ($431.01) Holding Chart
ATTICUS WEALTH MANAGEMENT, LLC IWF ($431.01) 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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