CAROLINAS WEALTH CONSULTING LLC IWF Holdings History
CAROLINAS WEALTH CONSULTING LLC's iShares Russell 1000 Growth ETF Holding Summary
As of 2024-12-31, CAROLINAS WEALTH CONSULTING LLC held 58,898.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $23.65 Mil. This investment constitutes 4.65% of their stock portfolio, and CAROLINAS WEALTH CONSULTING LLC now holds 0.02% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2019Q4. And since then CAROLINAS WEALTH CONSULTING LLC has made 5 purchases of IWF, at an average price of $176.72, for a total of 126,313.00 shares. In addition, there have been 15 sales at an average price of $267.97 for 67,415.00 shares. Based on historical transaction data and IWF's current price of $434.26, CAROLINAS WEALTH CONSULTING LLC's estimated gain on his IWF holdings is $21.32 Mil, reflecting a 95.51% gain to date.
CAROLINAS WEALTH CONSULTING LLC IWF ($434.26) Holding Chart
CAROLINAS WEALTH CONSULTING 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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