Number of Shares
30,293.00
Current Holdings Value*
$12.86 Mil
% of Portfolio
4.8%
Total Estimate Gain
$11.45 Mil
% of Total Estimate Gain
150.16%

Brand Asset Management Group, Inc.'s iShares Russell 1000 Growth ETF Holding Summary

As of 2025-06-30, Brand Asset Management Group, Inc. held 30,293.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $12.86 Mil. This investment constitutes 4.8% of their stock portfolio, and Brand Asset Management Group, Inc. now holds 0.01% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.

The initial trade took place in 2018Q2. And since then Brand Asset Management Group, Inc. has made 4 purchases of IWF, at an average price of $142.29, for a total of 53,601.00 shares. In addition, there have been 23 sales at an average price of $249.50 for 23,308.00 shares. Based on historical transaction data and IWF's current price of $437.85, Brand Asset Management Group, Inc.'s estimated gain on his IWF holdings is $11.45 Mil, reflecting a 150.16% gain to date.

Brand Asset Management Group, Inc. IWF ($437.85) Holding Chart

Brand Asset Management Group, Inc. IWF ($437.85) 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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