CX Institutional IWF Holdings History

Number of Shares
142,684.00
Current Holdings Value*
$51.52 Mil
% of Portfolio
1.94%
Total Estimate Gain
$12.82 Mil
% of Total Estimate Gain
18.92%

CX Institutional's iShares Russell 1000 Growth ETF Holding Summary

As of 2025-03-31, CX Institutional held 142,684.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $51.52 Mil. This investment constitutes 1.94% of their stock portfolio, and CX Institutional now holds 0.05% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.

The initial trade took place in 2018Q4. And since then CX Institutional has made 13 purchases of IWF, at an average price of $295.25, for a total of 229,496.00 shares. In addition, there have been 8 sales at an average price of $235.08 for 86,812.00 shares. Based on historical transaction data and IWF's current price of $421.70, CX Institutional's estimated gain on his IWF holdings is $12.82 Mil, reflecting a 18.92% gain to date.

CX Institutional IWF ($421.70) Holding Chart

CX Institutional IWF ($421.70) 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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