Number of Shares
16,484.00
Current Holdings Value*
$7.00 Mil
% of Portfolio
2.38%
Total Estimate Gain
$3.52 Mil
% of Total Estimate Gain
44.40%

CENTRAL VALLEY ADVISORS, LLC's iShares Russell 1000 Growth ETF Holding Summary

As of 2025-06-30, CENTRAL VALLEY ADVISORS, LLC held 16,484.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $7.00 Mil. This investment constitutes 2.38% of their stock portfolio, and CENTRAL VALLEY ADVISORS, LLC now holds 0.01% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.

The initial trade took place in 2023Q4. In addition, there have been 6 sales at an average price of $369.36 for 11,561.00 shares. Based on historical transaction data and IWF's current price of $435.86, CENTRAL VALLEY ADVISORS, LLC's estimated gain on his IWF holdings is $3.52 Mil, reflecting a 44.40% gain to date.

CENTRAL VALLEY ADVISORS, LLC IWF ($435.86) Holding Chart

CENTRAL VALLEY ADVISORS, LLC IWF ($435.86) 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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