Number of Shares
33.00
Current Holdings Value*
$27.19 Mil
% of Portfolio
1.21%
Total Estimate Gain
$14.92 Mil
% of Total Estimate Gain
33.13%

Edge Capital Group, LLC's iShares Russell 1000 Growth ETF Holding Summary

As of 2024-12-31, Edge Capital Group, LLC held 33.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $27.19 Mil. This investment constitutes 1.21% of their stock portfolio, and Edge Capital Group, LLC now holds 0% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.

The initial trade took place in 2018Q4. And since then Edge Capital Group, LLC has made 8 purchases of IWF, at an average price of $178.70, for a total of 252,069.00 shares. In addition, there have been 16 sales at an average price of $237.88 for 252,036.00 shares. Based on historical transaction data and IWF's current price of $437.85, Edge Capital Group, LLC's estimated gain on his IWF holdings is $14.92 Mil, reflecting a 33.13% gain to date.

Edge Capital Group, LLC IWF ($437.85) Holding Chart

Edge Capital Group, 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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