Capital Advisors Wealth Management, LLC IWF Holdings History
Capital Advisors Wealth Management, LLC's iShares Russell 1000 Growth ETF Holding Summary
As of 2025-03-31, Capital Advisors Wealth Management, LLC held 79,899.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $28.85 Mil. This investment constitutes 5.1% of their stock portfolio, and Capital Advisors Wealth Management, LLC now holds 0.03% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2023Q2. And since then Capital Advisors Wealth Management, LLC has made 6 purchases of IWF, at an average price of $299.89, for a total of 91,333.00 shares. In addition, there have been 2 sales at an average price of $389.37 for 11,434.00 shares. Based on historical transaction data and IWF's current price of $435.40, Capital Advisors Wealth Management, LLC's estimated gain on his IWF holdings is $11.85 Mil, reflecting a 43.26% gain to date.
Capital Advisors Wealth Management, LLC IWF ($435.40) Holding Chart
Capital Advisors Wealth Management, LLC IWF ($435.40) 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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