Number of Shares
60,603.00
Current Holdings Value*
$21.88 Mil
% of Portfolio
12.74%
Total Estimate Gain
$9.39 Mil
% of Total Estimate Gain
36.54%

Boulder Wealth Advisors, LLC's iShares Russell 1000 Growth ETF Holding Summary

As of 2025-03-31, Boulder Wealth Advisors, LLC held 60,603.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $21.88 Mil. This investment constitutes 12.74% of their stock portfolio, and Boulder Wealth Advisors, LLC now holds 0.02% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.

The initial trade took place in 2022Q4. And since then Boulder Wealth Advisors, LLC has made 4 purchases of IWF, at an average price of $299.66, for a total of 85,763.00 shares. In addition, there have been 1 sales at an average price of $363.17 for 25,160.00 shares. Based on historical transaction data and IWF's current price of $428.27, Boulder Wealth Advisors, LLC's estimated gain on his IWF holdings is $9.39 Mil, reflecting a 36.54% gain to date.

Boulder Wealth Advisors, LLC IWF ($428.27) Holding Chart

Boulder Wealth Advisors, LLC IWF ($428.27) 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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