FSA Wealth Management LLC IWF Holdings History
FSA Wealth Management LLC's iShares Russell 1000 Growth ETF Holding Summary
As of 2025-03-31, FSA Wealth Management LLC held 149,714.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $54.06 Mil. This investment constitutes 22.94% of their stock portfolio, and FSA Wealth Management LLC now holds 0.06% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2019Q4. And since then FSA Wealth Management LLC has made 11 purchases of IWF, at an average price of $200.34, for a total of 285,293.00 shares. In addition, there have been 8 sales at an average price of $253.05 for 135,579.00 shares. Based on historical transaction data and IWF's current price of $434.26, FSA Wealth Management LLC's estimated gain on his IWF holdings is $42.17 Mil, reflecting a 73.78% gain to date.
FSA Wealth Management LLC IWF ($434.26) Holding Chart
FSA 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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