Number of Shares
1.51 Mil
Current Holdings Value*
$546.41 Mil
% of Portfolio
0.89%
Total Estimate Gain
$209.93 Mil
% of Total Estimate Gain
30.71%

Corient Private Wealth LLC's iShares Russell 1000 Growth ETF Holding Summary

As of 2025-03-31, Corient Private Wealth LLC held 1.51 Mil shares of iShares Russell 1000 Growth ETF(IWF), totaling $546.41 Mil. This investment constitutes 0.89% of their stock portfolio, and Corient Private Wealth LLC now holds 0.57% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.

The initial trade took place in 2022Q4. And since then Corient Private Wealth LLC has made 4 purchases of IWF, at an average price of $280.96, for a total of 2.43 Mil shares. In addition, there have been 5 sales at an average price of $253.18 for 919,995.00 shares. Based on historical transaction data and IWF's current price of $436.59, Corient Private Wealth LLC's estimated gain on his IWF holdings is $209.93 Mil, reflecting a 30.71% gain to date.

Corient Private Wealth LLC IWF ($436.59) Holding Chart

Corient Private Wealth LLC IWF ($436.59) 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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