Number of Shares
40,099.00
Current Holdings Value*
$17.03 Mil
% of Portfolio
3.46%
Total Estimate Gain
$5.45 Mil
% of Total Estimate Gain
45.24%

Affiance Financial, LLC's iShares Russell 1000 Growth ETF Holding Summary

As of 2025-06-30, Affiance Financial, LLC held 40,099.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $17.03 Mil. This investment constitutes 3.46% of their stock portfolio, and Affiance Financial, 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 Affiance Financial, LLC has made 14 purchases of IWF, at an average price of $297.86, for a total of 40,445.00 shares. In addition, there have been 2 sales at an average price of $242.13 for 346.00 shares. Based on historical transaction data and IWF's current price of $434.26, Affiance Financial, LLC's estimated gain on his IWF holdings is $5.45 Mil, reflecting a 45.24% gain to date.

Affiance Financial, LLC IWF ($434.26) Holding Chart

Affiance Financial, 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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