Finley Financial, LLC IWF Holdings History
Number of Shares
30,815.00
Current Holdings Value*
$13.08 Mil
% of Portfolio
6.58%
Total Estimate Gain
$1.34 Mil
% of Total Estimate Gain
10.30%
Finley Financial, LLC's iShares Russell 1000 Growth ETF Holding Summary
As of 2025-06-30, Finley Financial, LLC held 30,815.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $13.08 Mil. This investment constitutes 6.58% of their stock portfolio, and Finley Financial, LLC now holds 0.01% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $386.39 for 2,229.00 shares. Based on historical transaction data and IWF's current price of $437.85, Finley Financial, LLC's estimated gain on his IWF holdings is $1.34 Mil, reflecting a 10.30% gain to date.
Finley Financial, LLC IWF ($437.85) Holding Chart
Finley Financial, LLC IWF ($437.85) 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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