Detalus Advisors, LLC IWF Holdings History

Number of Shares
5,583.00
Current Holdings Value*
$2.37 Mil
% of Portfolio
0.69%
Total Estimate Gain
$241,340.60
% of Total Estimate Gain
10.95%

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

As of 2025-06-30, Detalus Advisors, LLC held 5,583.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $2.37 Mil. This investment constitutes 0.69% 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. In addition, there have been 1 sales at an average price of $382.13 for 1.00 shares. Based on historical transaction data and IWF's current price of $437.85, Detalus Advisors, LLC's estimated gain on his IWF holdings is $241,340.60, reflecting a 10.95% gain to date.

Detalus Advisors, LLC IWF ($437.85) Holding Chart

Detalus Advisors, LLC IWF ($437.85) 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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