Compound Planning, Inc. IWF Holdings History
Compound Planning, Inc.'s iShares Russell 1000 Growth ETF Holding Summary
As of 2025-03-31, Compound Planning, Inc. held 36,665.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $13.24 Mil. This investment constitutes 0.6% of their stock portfolio, and Compound Planning, Inc. now holds 0.01% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2023Q2. And since then Compound Planning, Inc. has made 6 purchases of IWF, at an average price of $384.00, for a total of 37,224.00 shares. In addition, there have been 2 sales at an average price of $359.25 for 559.00 shares. Based on historical transaction data and IWF's current price of $414.00, Compound Planning, Inc.'s estimated gain on his IWF holdings is $1.09 Mil, reflecting a 7.60% gain to date.
Compound Planning, Inc. IWF ($414.00) Holding Chart
Compound Planning, Inc. IWF ($414.00) 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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