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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