Number of Shares
1,625.00
Current Holdings Value*
$689,940.00
% of Portfolio
0.25%
Total Estimate Gain
$2.02 Mil
% of Total Estimate Gain
53.63%

Financial Insights, Inc.'s iShares Russell 1000 Growth ETF Holding Summary

As of 2025-06-30, Financial Insights, Inc. held 1,625.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $689,940.00. This investment constitutes 0.25% of their stock portfolio, and Financial Insights, Inc. now holds 0% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.

The initial trade took place in 2018Q4. And since then Financial Insights, Inc. has made 7 purchases of IWF, at an average price of $164.14, for a total of 23,000.00 shares. In addition, there have been 17 sales at an average price of $238.44 for 21,375.00 shares. Based on historical transaction data and IWF's current price of $432.64, Financial Insights, Inc.'s estimated gain on his IWF holdings is $2.02 Mil, reflecting a 53.63% gain to date.

Financial Insights, Inc. IWF ($432.64) Holding Chart

Financial Insights, Inc. 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 %

Top Ranked Articles

  • 1