Fermata Advisors, LLC IWF Holdings History
Fermata Advisors, LLC's iShares Russell 1000 Growth ETF Holding Summary
As of 2025-06-30, Fermata Advisors, LLC held 7,288.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $3.09 Mil. This investment constitutes 0.83% of their stock portfolio, and Fermata Advisors, LLC now holds 0% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2021Q1. And since then Fermata Advisors, LLC has made 12 purchases of IWF, at an average price of $286.62, for a total of 87,787.00 shares. In addition, there have been 5 sales at an average price of $326.94 for 80,499.00 shares. Based on historical transaction data and IWF's current price of $432.64, Fermata Advisors, LLC's estimated gain on his IWF holdings is $4.31 Mil, reflecting a 17.13% gain to date.
Fermata Advisors, LLC IWF ($432.64) Holding Chart
Fermata Advisors, LLC IWF ($432.64) 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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