Epic Trust Investment Advisors, LLC IWF Holdings History
Epic Trust Investment Advisors, LLC's iShares Russell 1000 Growth ETF Holding Summary
As of 2024-06-30, Epic Trust Investment Advisors, LLC held 11,565.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $4.22 Mil. This investment constitutes 4.69% of their stock portfolio, and Epic Trust Investment Advisors, LLC now holds -% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2021Q4. And since then Epic Trust Investment Advisors, LLC has made 8 purchases of IWF, at an average price of $280.43, for a total of 12,863.00 shares. In addition, there have been 2 sales at an average price of $259.18 for 1,298.00 shares. Based on historical transaction data and IWF's current price of $435.40, Epic Trust Investment Advisors, LLC's estimated gain on his IWF holdings is $1.76 Mil, reflecting a 48.92% gain to date.
Epic Trust Investment Advisors, LLC IWF ($435.40) Holding Chart
Epic Trust Investment Advisors, LLC IWF ($435.40) 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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