Number of Shares
26,795.00
Current Holdings Value*
$9.68 Mil
% of Portfolio
7.38%
Total Estimate Gain
$7.86 Mil
% of Total Estimate Gain
115.32%

American Institute for Advanced Investment Management, LLP's iShares Russell 1000 Growth ETF Holding Summary

As of 2025-03-31, American Institute for Advanced Investment Managem held 26,795.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $9.68 Mil. This investment constitutes 7.38% of their stock portfolio, and American Institute for Advanced Investment Managem now holds 0.01% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.

The initial trade took place in 2019Q4. And since then American Institute for Advanced Investment Management, LLP has made 7 purchases of IWF, at an average price of $176.33, for a total of 38,645.00 shares. In addition, there have been 14 sales at an average price of $259.94 for 11,850.00 shares. Based on historical transaction data and IWF's current price of $432.64, American Institute for Advanced Investment Management, LLP's estimated gain on his IWF holdings is $7.86 Mil, reflecting a 115.32% gain to date.

American Institute for Advanced Investment Management, LLP IWF ($432.64) Holding Chart

American Institute for Advanced Investment Management, LLP IWF ($432.64) 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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