Cordatus Wealth Management LLC IWF Holdings History
Cordatus Wealth Management LLC's iShares Russell 1000 Growth ETF Holding Summary
As of 2025-03-31, Cordatus Wealth Management LLC held 16,195.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $5.85 Mil. This investment constitutes 1.61% of their stock portfolio, and Cordatus Wealth Management LLC now holds 0.01% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2022Q1. And since then Cordatus Wealth Management LLC has made 5 purchases of IWF, at an average price of $343.85, for a total of 96,499.00 shares. In addition, there have been 5 sales at an average price of $343.01 for 80,304.00 shares. Based on historical transaction data and IWF's current price of $433.79, Cordatus Wealth Management LLC's estimated gain on his IWF holdings is $1.39 Mil, reflecting a 4.19% gain to date.
Cordatus Wealth Management LLC IWF ($433.79) Holding Chart
Cordatus Wealth Management LLC IWF ($433.79) 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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