Capital Advisors, Ltd. LLC IWF Holdings History
Capital Advisors, Ltd. LLC's iShares Russell 1000 Growth ETF Holding Summary
As of 2025-03-31, Capital Advisors, Ltd. LLC held 147,603.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $53.30 Mil. This investment constitutes 7.02% of their stock portfolio, and Capital Advisors, Ltd. LLC now holds 0.05% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2013Q4. And since then Capital Advisors, Ltd. LLC has made 18 purchases of IWF, at an average price of $101.54, for a total of 193,212.00 shares. In addition, there have been 18 sales at an average price of $177.60 for 45,609.00 shares. Based on historical transaction data and IWF's current price of $431.74, Capital Advisors, Ltd. LLC's estimated gain on his IWF holdings is $52.21 Mil, reflecting a 266.12% gain to date.
Capital Advisors, Ltd. LLC IWF ($431.74) Holding Chart
Capital Advisors, Ltd. LLC IWF ($431.74) 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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