Ethos Financial Group, LLC IWF Holdings History
Ethos Financial Group, LLC's iShares Russell 1000 Growth ETF Holding Summary
As of 2025-03-31, Ethos Financial Group, LLC held 52,174.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $19.88 Mil. This investment constitutes 1.94% of their stock portfolio, and Ethos Financial Group, LLC now holds 0.02% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2023Q3. And since then Ethos Financial Group, LLC has made 4 purchases of IWF, at an average price of $364.35, for a total of 76,461.00 shares. In addition, there have been 3 sales at an average price of $362.00 for 24,287.00 shares. Based on historical transaction data and IWF's current price of $431.38, Ethos Financial Group, LLC's estimated gain on his IWF holdings is $3.44 Mil, reflecting a 12.35% gain to date.
Ethos Financial Group, LLC IWF ($431.38) Holding Chart
Ethos Financial Group, LLC IWF ($431.38) 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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