Curtis Advisory Group, LLC IWF Holdings History
Curtis Advisory Group, LLC's iShares Russell 1000 Growth ETF Holding Summary
As of 2025-03-31, Curtis Advisory Group, LLC held 46,278.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $16.71 Mil. This investment constitutes 4.91% of their stock portfolio, and Curtis Advisory Group, LLC now holds 0.02% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2019Q4. And since then Curtis Advisory Group, LLC has made 9 purchases of IWF, at an average price of $202.66, for a total of 114,061.00 shares. In addition, there have been 12 sales at an average price of $179.70 for 67,783.00 shares. Based on historical transaction data and IWF's current price of $434.26, Curtis Advisory Group, LLC's estimated gain on his IWF holdings is $9.16 Mil, reflecting a 39.63% gain to date.
Curtis Advisory Group, LLC IWF ($434.26) Holding Chart
Curtis Advisory Group, LLC IWF ($434.26) 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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