Avantax Planning Partners, Inc. IWF Holdings History
Avantax Planning Partners, Inc.'s iShares Russell 1000 Growth ETF Holding Summary
As of 2025-03-31, Avantax Planning Partners, Inc. held 90,269.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $32.60 Mil. This investment constitutes 1.15% of their stock portfolio, and Avantax Planning Partners, Inc. now holds 0.03% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2018Q2. And since then Avantax Planning Partners, Inc. has made 12 purchases of IWF, at an average price of $262.58, for a total of 168,247.00 shares. In addition, there have been 16 sales at an average price of $290.97 for 77,978.00 shares. Based on historical transaction data and IWF's current price of $432.64, Avantax Planning Partners, Inc.'s estimated gain on his IWF holdings is $17.57 Mil, reflecting a 39.76% gain to date.
Avantax Planning Partners, Inc. IWF ($432.64) Holding Chart
Avantax Planning Partners, Inc. 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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