BT Wealth Management LLC IWF Holdings History
BT Wealth Management LLC's iShares Russell 1000 Growth ETF Holding Summary
As of 2022-06-30, BT Wealth Management LLC held 125,604.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $27.47 Mil. This investment constitutes 7.71% of their stock portfolio, and BT Wealth Management LLC now holds 0.05% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2018Q4. And since then BT Wealth Management LLC has made 10 purchases of IWF, at an average price of $205.18, for a total of 138,003.00 shares. In addition, there have been 4 sales at an average price of $210.08 for 12,399.00 shares. Based on historical transaction data and IWF's current price of $432.64, BT Wealth Management LLC's estimated gain on his IWF holdings is $28.63 Mil, reflecting a 101.11% gain to date.
BT Wealth Management LLC IWF ($432.64) Holding Chart
BT Wealth Management LLC 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
