Cresta Advisors, Ltd. IWF Holdings History

Number of Shares
22,089.00
Current Holdings Value*
$9.38 Mil
% of Portfolio
4.57%
Total Estimate Gain
$4.72 Mil
% of Total Estimate Gain
59.10%

Cresta Advisors, Ltd.'s iShares Russell 1000 Growth ETF Holding Summary

As of 2025-06-30, Cresta Advisors, Ltd. held 22,089.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $9.38 Mil. This investment constitutes 4.57% of their stock portfolio, and Cresta Advisors, Ltd. now holds 0.01% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.

The initial trade took place in 2022Q3. And since then Cresta Advisors, Ltd. has made 1 purchases of IWF, at an average price of $234.51, for a total of 34,032.00 shares. In addition, there have been 9 sales at an average price of $255.49 for 11,943.00 shares. Based on historical transaction data and IWF's current price of $436.70, Cresta Advisors, Ltd.'s estimated gain on his IWF holdings is $4.72 Mil, reflecting a 59.10% gain to date.

Cresta Advisors, Ltd. IWF ($436.70) Holding Chart

Cresta Advisors, Ltd. IWF ($436.70) 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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