Claro Advisors LLC IWF Holdings History
Claro Advisors LLC's iShares Russell 1000 Growth ETF Holding Summary
As of 2025-03-31, Claro Advisors LLC held 60,549.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $21.86 Mil. This investment constitutes 2.93% of their stock portfolio, and Claro Advisors LLC now holds 0.02% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2018Q4. And since then Claro Advisors LLC has made 11 purchases of IWF, at an average price of $334.11, for a total of 62,710.00 shares. In addition, there have been 10 sales at an average price of $214.36 for 2,161.00 shares. Based on historical transaction data and IWF's current price of $439.61, Claro Advisors LLC's estimated gain on his IWF holdings is $6.13 Mil, reflecting a 29.25% gain to date.
Claro Advisors LLC IWF ($439.61) Holding Chart
Claro Advisors LLC IWF ($439.61) 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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