CENTRAL VALLEY ADVISORS, LLC IWF Holdings History
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 % |
Top Ranked Articles
- 1