Circle Wealth Management, LLC IWF Holdings History
Circle Wealth Management, LLC's iShares Russell 1000 Growth ETF Holding Summary
As of 2025-03-31, Circle Wealth Management, LLC held 1.29 Mil shares of iShares Russell 1000 Growth ETF(IWF), totaling $465.25 Mil. This investment constitutes 10.68% of their stock portfolio, and Circle Wealth Management, LLC now holds 0.48% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2018Q2. And since then Circle Wealth Management, LLC has made 14 purchases of IWF, at an average price of $276.03, for a total of 1.29 Mil shares. In addition, there have been 4 sales at an average price of $267.81 for 1,532.00 shares. Based on historical transaction data and IWF's current price of $428.27, Circle Wealth Management, LLC's estimated gain on his IWF holdings is $196.14 Mil, reflecting a 55.09% gain to date.
Circle Wealth Management, LLC IWF ($428.27) Holding Chart
Circle Wealth Management, LLC IWF ($428.27) 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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