BEAM WEALTH ADVISORS, INC. IWF Holdings History
BEAM WEALTH ADVISORS, INC.'s iShares Russell 1000 Growth ETF Holding Summary
As of 2025-03-31, BEAM WEALTH ADVISORS, INC. held 15,459.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $5.58 Mil. This investment constitutes 1.88% of their stock portfolio, and BEAM WEALTH ADVISORS, INC. now holds 0.01% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2020Q1. And since then BEAM WEALTH ADVISORS, INC. has made 13 purchases of IWF, at an average price of $211.62, for a total of 25,675.00 shares. In addition, there have been 8 sales at an average price of $295.13 for 10,216.00 shares. Based on historical transaction data and IWF's current price of $427.57, BEAM WEALTH ADVISORS, INC.'s estimated gain on his IWF holdings is $4.19 Mil, reflecting a 77.14% gain to date.
BEAM WEALTH ADVISORS, INC. IWF ($427.57) Holding Chart
BEAM WEALTH ADVISORS, INC. IWF ($427.57) 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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