Ball & Co Wealth Management Inc. IWF Holdings History
Ball & Co Wealth Management Inc.'s iShares Russell 1000 Growth ETF Holding Summary
As of 2025-03-31, Ball & Co Wealth Management Inc. held 49,511.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $17.88 Mil. This investment constitutes 19.16% of their stock portfolio, and Ball & Co Wealth Management Inc. now holds 0.02% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $394.62 for 44,203.00 shares. Based on historical transaction data and IWF's current price of $424.93, Ball & Co Wealth Management Inc.'s estimated gain on his IWF holdings is $1.58 Mil, reflecting a 4.27% gain to date.
Ball & Co Wealth Management Inc. IWF ($424.93) Holding Chart
Ball & Co Wealth Management Inc. IWF ($424.93) 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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