Domani Wealth, LLC IWF Holdings History

Number of Shares
72,005.00
Current Holdings Value*
$17.59 Mil
% of Portfolio
4.08%
Total Estimate Gain
$21.15 Mil
% of Total Estimate Gain
133.52%

Domani Wealth, LLC's iShares Russell 1000 Growth ETF Holding Summary

As of 2023-03-31, Domani Wealth, LLC held 72,005.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $17.59 Mil. This investment constitutes 4.08% of their stock portfolio, and Domani Wealth, LLC now holds 0.03% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.

The initial trade took place in 2015Q1. And since then Domani Wealth, LLC has made 9 purchases of IWF, at an average price of $147.99, for a total of 107,032.00 shares. In addition, there have been 12 sales at an average price of $163.27 for 35,027.00 shares. Based on historical transaction data and IWF's current price of $434.26, Domani Wealth, LLC's estimated gain on his IWF holdings is $21.15 Mil, reflecting a 133.52% gain to date.

Domani Wealth, LLC IWF ($434.26) Holding Chart

Domani Wealth, 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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