Compass Financial Group, Inc. IWF Holdings History
Compass Financial Group, Inc.'s iShares Russell 1000 Growth ETF Holding Summary
As of 2025-03-31, Compass Financial Group, Inc. held 39,178.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $14.15 Mil. This investment constitutes 7.27% of their stock portfolio, and Compass Financial Group, Inc. now holds 0.01% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2018Q2. And since then Compass Financial Group, Inc. has made 6 purchases of IWF, at an average price of $143.85, for a total of 60,621.00 shares. In addition, there have been 22 sales at an average price of $234.11 for 21,443.00 shares. Based on historical transaction data and IWF's current price of $425.26, Compass Financial Group, Inc.'s estimated gain on his IWF holdings is $12.96 Mil, reflecting a 148.62% gain to date.
Compass Financial Group, Inc. IWF ($425.26) Holding Chart
Compass Financial Group, Inc. IWF ($425.26) 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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