BALASA DINVERNO & FOLTZ LLC IWF Holdings History
BALASA DINVERNO & FOLTZ LLC's iShares Russell 1000 Growth ETF Holding Summary
As of 2022-09-30, BALASA DINVERNO & FOLTZ LLC held 572,843.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $120.53 Mil. This investment constitutes 7.61% of their stock portfolio, and BALASA DINVERNO & FOLTZ LLC now holds 0.22% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2014Q1. And since then BALASA DINVERNO & FOLTZ LLC has made 3 purchases of IWF, at an average price of $86.15, for a total of 2.29 Mil shares. In addition, there have been 23 sales at an average price of $121.70 for 1.72 Mil shares. Based on historical transaction data and IWF's current price of $437.85, BALASA DINVERNO & FOLTZ LLC's estimated gain on his IWF holdings is $262.45 Mil, reflecting a 133.14% gain to date.
BALASA DINVERNO & FOLTZ LLC IWF ($437.85) Holding Chart
BALASA DINVERNO & FOLTZ 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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