DIXON FNANCIAL SERVICES, INC. IWF Holdings History
Number of Shares
16,286.00
Current Holdings Value*
$5.88 Mil
% of Portfolio
3.18%
Total Estimate Gain
$2.39 Mil
% of Total Estimate Gain
38.98%
DIXON FNANCIAL SERVICES, INC.'s iShares Russell 1000 Growth ETF Holding Summary
As of 2025-03-31, DIXON FNANCIAL SERVICES, INC. held 16,286.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $5.88 Mil. This investment constitutes 3.18% of their stock portfolio, and DIXON FNANCIAL SERVICES, INC. now holds 0.01% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2021Q4. In addition, there have been 2 sales at an average price of $354.35 for 4,352.00 shares. Based on historical transaction data and IWF's current price of $427.57, DIXON FNANCIAL SERVICES, INC.'s estimated gain on his IWF holdings is $2.39 Mil, reflecting a 38.98% gain to date.
DIXON FNANCIAL SERVICES, INC. IWF ($427.57) Holding Chart
DIXON FNANCIAL SERVICES, INC. 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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