Dynamic Financial Group IWF Holdings History
Number of Shares
14,223.00
Current Holdings Value*
$5.14 Mil
% of Portfolio
5.14%
Total Estimate Gain
$578,037.03
% of Total Estimate Gain
10.32%
Dynamic Financial Group's iShares Russell 1000 Growth ETF Holding Summary
As of 2025-03-31, Dynamic Financial Group held 14,223.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $5.14 Mil. This investment constitutes 5.14% of their stock portfolio, and Dynamic Financial Group now holds 0.01% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2024Q4. And since then Dynamic Financial Group has made 1 purchases of IWF, at an average price of $393.81, for a total of 14,223.00 shares. Based on historical transaction data and IWF's current price of $434.45, Dynamic Financial Group's estimated gain on his IWF holdings is $578,037.03, reflecting a 10.32% gain to date.
Dynamic Financial Group IWF ($434.45) Holding Chart
Dynamic Financial Group IWF ($434.45) 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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