Bay Capital Advisors, LLC IWF Holdings History
Number of Shares
19,292.00
Current Holdings Value*
$8.19 Mil
% of Portfolio
6.24%
Total Estimate Gain
$835,275.51
% of Total Estimate Gain
11.04%
Bay Capital Advisors, LLC's iShares Russell 1000 Growth ETF Holding Summary
As of 2025-06-30, Bay Capital Advisors, LLC held 19,292.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $8.19 Mil. This investment constitutes 6.24% of their stock portfolio, and Bay Capital Advisors, LLC now holds 0.01% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2024Q4. And since then Bay Capital Advisors, LLC has made 2 purchases of IWF, at an average price of $392.10, for a total of 19,292.00 shares. Based on historical transaction data and IWF's current price of $435.40, Bay Capital Advisors, LLC's estimated gain on his IWF holdings is $835,275.51, reflecting a 11.04% gain to date.
Bay Capital Advisors, LLC IWF ($435.40) Holding Chart
Bay Capital Advisors, LLC IWF ($435.40) 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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