Capital Planning Advisors, LLC IWF Holdings History
Capital Planning Advisors, LLC's iShares Russell 1000 Growth ETF Holding Summary
As of 2025-03-31, Capital Planning Advisors, LLC held 68,401.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $24.70 Mil. This investment constitutes 3.81% of their stock portfolio, and Capital Planning Advisors, LLC now holds 0.03% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2015Q1. And since then Capital Planning Advisors, LLC has made 16 purchases of IWF, at an average price of $157.02, for a total of 193,125.00 shares. In addition, there have been 15 sales at an average price of $225.32 for 124,724.00 shares. Based on historical transaction data and IWF's current price of $432.64, Capital Planning Advisors, LLC's estimated gain on his IWF holdings is $27.37 Mil, reflecting a 90.26% gain to date.
Capital Planning Advisors, LLC IWF ($432.64) Holding Chart
Capital Planning Advisors, LLC IWF ($432.64) 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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