Gilliland Jeter Wealth Management LLC IWF Holdings History
Gilliland Jeter Wealth Management LLC's iShares Russell 1000 Growth ETF Holding Summary
As of 2025-03-31, Gilliland Jeter Wealth Management LLC held 26,257.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $9.48 Mil. This investment constitutes 3.35% of their stock portfolio, and Gilliland Jeter Wealth Management LLC now holds 0.01% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2023Q4. And since then Gilliland Jeter Wealth Management LLC has made 3 purchases of IWF, at an average price of $324.01, for a total of 51,400.00 shares. In addition, there have been 2 sales at an average price of $393.58 for 25,143.00 shares. Based on historical transaction data and IWF's current price of $434.26, Gilliland Jeter Wealth Management LLC's estimated gain on his IWF holdings is $4.64 Mil, reflecting a 27.88% gain to date.
Gilliland Jeter Wealth Management LLC IWF ($434.26) Holding Chart
Gilliland Jeter Wealth Management 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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