Number of Shares
29,454.00
Current Holdings Value*
$10.64 Mil
% of Portfolio
3.27%
Total Estimate Gain
$3.10 Mil
% of Total Estimate Gain
31.01%

BCGM Wealth Management, LLC's iShares Russell 1000 Growth ETF Holding Summary

As of 2025-03-31, BCGM Wealth Management, LLC held 29,454.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $10.64 Mil. This investment constitutes 3.27% of their stock portfolio, and BCGM Wealth Management, LLC now holds 0.01% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.

The initial trade took place in 2023Q4. And since then BCGM Wealth Management, LLC has made 4 purchases of IWF, at an average price of $331.35, for a total of 30,142.00 shares. In addition, there have been 2 sales at an average price of $373.79 for 688.00 shares. Based on historical transaction data and IWF's current price of $435.51, BCGM Wealth Management, LLC's estimated gain on his IWF holdings is $3.10 Mil, reflecting a 31.01% gain to date.

BCGM Wealth Management, LLC IWF ($435.51) Holding Chart

BCGM Wealth Management, LLC IWF ($435.51) 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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