Detalus Advisors, LLC IWF Holdings History

Number of Shares
5,584.00
Current Holdings Value*
$2.02 Mil
% of Portfolio
0.63%
Total Estimate Gain
$230,842.56
% of Total Estimate Gain
10.48%

Detalus Advisors, LLC's iShares Russell 1000 Growth ETF Holding Summary

As of 2025-03-31, Detalus Advisors, LLC held 5,584.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $2.02 Mil. This investment constitutes 0.63% of their stock portfolio, and Detalus Advisors, LLC now holds 0% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.

The initial trade took place in 2025Q1. And since then Detalus Advisors, LLC has made 1 purchases of IWF, at an average price of $394.62, for a total of 5,584.00 shares. Based on historical transaction data and IWF's current price of $435.96, Detalus Advisors, LLC's estimated gain on his IWF holdings is $230,842.56, reflecting a 10.48% gain to date.

Detalus Advisors, LLC IWF ($435.96) Holding Chart

Detalus Advisors, LLC IWF ($435.96) 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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