Accretive Wealth Partners, LLC IWF Holdings History
Accretive Wealth Partners, LLC's iShares Russell 1000 Growth ETF Holding Summary
As of 2025-03-31, Accretive Wealth Partners, LLC held 37,625.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $13.97 Mil. This investment constitutes 4.93% of their stock portfolio, and Accretive Wealth Partners, LLC now holds 0.01% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2020Q4. And since then Accretive Wealth Partners, LLC has made 14 purchases of IWF, at an average price of $259.84, for a total of 39,480.00 shares. In addition, there have been 3 sales at an average price of $372.54 for 1,855.00 shares. Based on historical transaction data and IWF's current price of $434.26, Accretive Wealth Partners, LLC's estimated gain on his IWF holdings is $6.77 Mil, reflecting a 66.01% gain to date.
Accretive Wealth Partners, LLC IWF ($434.26) Holding Chart
Accretive Wealth Partners, LLC IWF ($434.26) 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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