Number of Shares
49,511.00
Current Holdings Value*
$17.88 Mil
% of Portfolio
19.16%
Total Estimate Gain
$1.58 Mil
% of Total Estimate Gain
4.27%

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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