GENESIS PRIVATE WEALTH, LLC IWF Holdings History
GENESIS PRIVATE WEALTH, LLC's iShares Russell 1000 Growth ETF Holding Summary
As of 2025-06-30, GENESIS PRIVATE WEALTH, LLC held 31,546.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $13.39 Mil. This investment constitutes 6.31% of their stock portfolio, and GENESIS PRIVATE WEALTH, LLC now holds 0.01% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2024Q4. And since then GENESIS PRIVATE WEALTH, LLC has made 1 purchases of IWF, at an average price of $393.80, for a total of 31,754.00 shares. In addition, there have been 1 sales at an average price of $382.13 for 208.00 shares. Based on historical transaction data and IWF's current price of $434.26, GENESIS PRIVATE WEALTH, LLC's estimated gain on his IWF holdings is $1.27 Mil, reflecting a 10.19% gain to date.
GENESIS PRIVATE WEALTH, LLC IWF ($434.26) Holding Chart
GENESIS PRIVATE WEALTH, LLC IWF ($434.26) 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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