FLC Capital Advisors IWF Holdings History

Number of Shares
26,010.00
Current Holdings Value*
$9.39 Mil
% of Portfolio
2.11%
Total Estimate Gain
$12.08 Mil
% of Total Estimate Gain
78.03%

FLC Capital Advisors's iShares Russell 1000 Growth ETF Holding Summary

As of 2025-03-31, FLC Capital Advisors held 26,010.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $9.39 Mil. This investment constitutes 2.11% of their stock portfolio, and FLC Capital Advisors now holds 0.01% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.

The initial trade took place in 2018Q4. And since then FLC Capital Advisors has made 3 purchases of IWF, at an average price of $142.76, for a total of 108,398.00 shares. In addition, there have been 22 sales at an average price of $196.57 for 82,388.00 shares. Based on historical transaction data and IWF's current price of $436.59, FLC Capital Advisors's estimated gain on his IWF holdings is $12.08 Mil, reflecting a 78.03% gain to date.

FLC Capital Advisors IWF ($436.59) Holding Chart

FLC Capital Advisors IWF ($436.59) 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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