Alta Wealth Advisors LLC IWF Holdings History
Alta Wealth Advisors LLC's iShares Russell 1000 Growth ETF Holding Summary
As of 2025-03-31, Alta Wealth Advisors LLC held 12,710.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $4.59 Mil. This investment constitutes 2.11% of their stock portfolio, and Alta Wealth Advisors LLC now holds 0% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2020Q4. And since then Alta Wealth Advisors LLC has made 8 purchases of IWF, at an average price of $230.25, for a total of 17,694.00 shares. In addition, there have been 10 sales at an average price of $296.03 for 4,984.00 shares. Based on historical transaction data and IWF's current price of $428.88, Alta Wealth Advisors LLC's estimated gain on his IWF holdings is $2.85 Mil, reflecting a 70.02% gain to date.
Alta Wealth Advisors LLC IWF ($428.88) Holding Chart
Alta Wealth Advisors LLC IWF ($428.88) 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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