Client First Capital LLC IWF Holdings History
Number of Shares
22,292.00
Current Holdings Value*
$8.05 Mil
% of Portfolio
4.12%
Total Estimate Gain
$1.23 Mil
% of Total Estimate Gain
14.57%
Client First Capital LLC's iShares Russell 1000 Growth ETF Holding Summary
As of 2025-03-31, Client First Capital LLC held 22,292.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $8.05 Mil. This investment constitutes 4.12% of their stock portfolio, and Client First Capital LLC now holds 0.01% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2024Q2. And since then Client First Capital LLC has made 4 purchases of IWF, at an average price of $379.04, for a total of 22,292.00 shares. Based on historical transaction data and IWF's current price of $434.26, Client First Capital LLC's estimated gain on his IWF holdings is $1.23 Mil, reflecting a 14.57% gain to date.
Client First Capital LLC IWF ($434.26) Holding Chart
Client First Capital 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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