Beacon Pointe Wealth Advisors, LLC IWF Holdings History
Beacon Pointe Wealth Advisors, LLC's iShares Russell 1000 Growth ETF Holding Summary
As of 2019-12-31, Beacon Pointe Wealth Advisors, LLC held 92,094.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $16.21 Mil. This investment constitutes 3.07% of their stock portfolio, and Beacon Pointe Wealth Advisors, LLC now holds 0.04% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2018Q4. And since then Beacon Pointe Wealth Advisors, LLC has made 4 purchases of IWF, at an average price of $143.62, for a total of 92,094.00 shares. Based on historical transaction data and IWF's current price of $434.26, Beacon Pointe Wealth Advisors, LLC's estimated gain on his IWF holdings is $26.77 Mil, reflecting a 202.37% gain to date.
Beacon Pointe Wealth Advisors, LLC IWF ($434.26) Holding Chart
Beacon Pointe Wealth Advisors, LLC IWF ($434.26) 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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