Cooksen Wealth, LLC IWF Holdings History

Number of Shares
42,524.00
Current Holdings Value*
$14.33 Mil
% of Portfolio
14.54%
Total Estimate Gain
$6.17 Mil
% of Total Estimate Gain
48.36%

Cooksen Wealth, LLC's iShares Russell 1000 Growth ETF Holding Summary

As of 2025-03-31, Cooksen Wealth, LLC held 42,524.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $14.33 Mil. This investment constitutes 14.54% of their stock portfolio, and Cooksen Wealth, LLC now holds 0.02% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.

The initial trade took place in 2023Q4. And since then Cooksen Wealth, LLC has made 4 purchases of IWF, at an average price of $287.25, for a total of 44,438.00 shares. In addition, there have been 1 sales at an average price of $394.62 for 1,914.00 shares. Based on historical transaction data and IWF's current price of $427.57, Cooksen Wealth, LLC's estimated gain on his IWF holdings is $6.17 Mil, reflecting a 48.36% gain to date.

Cooksen Wealth, LLC IWF ($427.57) Holding Chart

Cooksen Wealth, LLC IWF ($427.57) 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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