FMA Wealth Management, LLC IWF Holdings History
FMA Wealth Management, LLC's iShares Russell 1000 Growth ETF Holding Summary
As of 2025-06-30, FMA Wealth Management, LLC held 29,302.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $12.44 Mil. This investment constitutes 9.21% of their stock portfolio, and FMA Wealth Management, LLC now holds 0.01% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2023Q4. In addition, there have been 6 sales at an average price of $383.70 for 6,949.00 shares. Based on historical transaction data and IWF's current price of $434.26, FMA Wealth Management, LLC's estimated gain on his IWF holdings is $5.14 Mil, reflecting a 50.10% gain to date.
FMA Wealth Management, LLC IWF ($434.26) Holding Chart
FMA Wealth Management, LLC IWF ($434.26) 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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