Arcadia Wealth Management, LLC IWF Holdings History
Arcadia Wealth Management, LLC's iShares Russell 1000 Growth ETF Holding Summary
As of 2025-06-30, Arcadia Wealth Management, LLC held 25,184.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $10.69 Mil. This investment constitutes 4.67% of their stock portfolio, and Arcadia Wealth Management, LLC now holds 0.01% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2023Q2. And since then Arcadia Wealth Management, LLC has made 4 purchases of IWF, at an average price of $318.43, for a total of 53,691.00 shares. In addition, there have been 5 sales at an average price of $321.24 for 28,507.00 shares. Based on historical transaction data and IWF's current price of $432.64, Arcadia Wealth Management, LLC's estimated gain on his IWF holdings is $2.96 Mil, reflecting a 17.29% gain to date.
Arcadia Wealth Management, LLC IWF ($432.64) Holding Chart
Arcadia Wealth Management, LLC 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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