Carroll Financial Associates, Inc. IWF Holdings History
Carroll Financial Associates, Inc.'s iShares Russell 1000 Growth ETF Holding Summary
As of 2021-12-31, Carroll Financial Associates, Inc. held 159,038.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $49.23 Mil. This investment constitutes 2.65% of their stock portfolio, and Carroll Financial Associates, Inc. now holds 0.06% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2013Q4. And since then Carroll Financial Associates, Inc. has made 15 purchases of IWF, at an average price of $206.41, for a total of 174,196.00 shares. In addition, there have been 8 sales at an average price of $256.89 for 15,158.00 shares. Based on historical transaction data and IWF's current price of $433.48, Carroll Financial Associates, Inc.'s estimated gain on his IWF holdings is $36.88 Mil, reflecting a 102.56% gain to date.
Carroll Financial Associates, Inc. IWF ($433.48) Holding Chart
Carroll Financial Associates, Inc. IWF ($433.48) 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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