Number of Shares
17,698.00
Current Holdings Value*
$6.39 Mil
% of Portfolio
2.99%
Total Estimate Gain
$7.92 Mil
% of Total Estimate Gain
58.88%

Altus Wealth Group LLC's iShares Russell 1000 Growth ETF Holding Summary

As of 2025-03-31, Altus Wealth Group LLC held 17,698.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $6.39 Mil. This investment constitutes 2.99% of their stock portfolio, and Altus Wealth Group 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 Altus Wealth Group LLC has made 5 purchases of IWF, at an average price of $232.36, for a total of 57,892.00 shares. In addition, there have been 11 sales at an average price of $338.92 for 40,194.00 shares. Based on historical transaction data and IWF's current price of $437.85, Altus Wealth Group LLC's estimated gain on his IWF holdings is $7.92 Mil, reflecting a 58.88% gain to date.

Altus Wealth Group LLC IWF ($437.85) Holding Chart

Altus Wealth Group LLC IWF ($437.85) 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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