BCGM Wealth Management, LLC IWF Holdings History
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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