Clearstead Advisors, LLC IWF Holdings History
Clearstead Advisors, LLC's iShares Russell 1000 Growth ETF Holding Summary
As of 2025-03-31, Clearstead Advisors, LLC held 568,526.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $205.29 Mil. This investment constitutes 3.18% of their stock portfolio, and Clearstead Advisors, LLC now holds 0.21% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2018Q2. And since then Clearstead Advisors, LLC has made 10 purchases of IWF, at an average price of $337.06, for a total of 658,765.00 shares. In addition, there have been 13 sales at an average price of $371.85 for 90,239.00 shares. Based on historical transaction data and IWF's current price of $434.26, Clearstead Advisors, LLC's estimated gain on his IWF holdings is $58.40 Mil, reflecting a 26.30% gain to date.
Clearstead Advisors, LLC IWF ($434.26) Holding Chart
Clearstead Advisors, LLC IWF ($434.26) 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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