Number of Shares
16,914.00
Current Holdings Value*
$6.11 Mil
% of Portfolio
1.21%
Total Estimate Gain
$4.64 Mil
% of Total Estimate Gain
122.36%

Financial Advisors, LLC's iShares Russell 1000 Growth ETF Holding Summary

As of 2025-03-31, Financial Advisors, LLC held 16,914.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $6.11 Mil. This investment constitutes 1.21% of their stock portfolio, and Financial Advisors, LLC now holds 0.01% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.

The initial trade took place in 2018Q4. And since then Financial Advisors, LLC has made 7 purchases of IWF, at an average price of $174.42, for a total of 21,745.00 shares. In addition, there have been 6 sales at an average price of $246.22 for 4,831.00 shares. Based on historical transaction data and IWF's current price of $428.27, Financial Advisors, LLC's estimated gain on his IWF holdings is $4.64 Mil, reflecting a 122.36% gain to date.

Financial Advisors, LLC IWF ($428.27) Holding Chart

Financial Advisors, LLC IWF ($428.27) 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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