Forefront Wealth Partners, LLC IWF Holdings History
Number of Shares
3,430.00
Current Holdings Value*
$1.24 Mil
% of Portfolio
0.84%
Total Estimate Gain
$148,282.60
% of Total Estimate Gain
7.14%
Forefront Wealth Partners, LLC's iShares Russell 1000 Growth ETF Holding Summary
As of 2025-03-31, Forefront Wealth Partners, LLC held 3,430.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $1.24 Mil. This investment constitutes 0.84% of their stock portfolio, and Forefront Wealth Partners, LLC now holds 0% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $394.62 for 1,845.00 shares. Based on historical transaction data and IWF's current price of $436.59, Forefront Wealth Partners, LLC's estimated gain on his IWF holdings is $148,282.60, reflecting a 7.14% gain to date.
Forefront Wealth Partners, LLC IWF ($436.59) Holding Chart
Forefront Wealth Partners, LLC IWF ($436.59) 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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