Ascent Wealth Partners, LLC IWF Holdings History
Ascent Wealth Partners, LLC's iShares Russell 1000 Growth ETF Holding Summary
As of 2025-03-31, Ascent Wealth Partners, LLC held 167,181.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $60.37 Mil. This investment constitutes 8.1% of their stock portfolio, and Ascent Wealth Partners, LLC now holds 0.06% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2014Q3. And since then Ascent Wealth Partners, LLC has made 15 purchases of IWF, at an average price of $156.37, for a total of 246,075.00 shares. In addition, there have been 12 sales at an average price of $244.31 for 78,894.00 shares. Based on historical transaction data and IWF's current price of $436.59, Ascent Wealth Partners, LLC's estimated gain on his IWF holdings is $53.79 Mil, reflecting a 139.79% gain to date.
Ascent Wealth Partners, LLC IWF ($436.59) Holding Chart
Ascent Wealth Partners, LLC IWF ($436.59) 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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