Highwater Wealth Management, LLC IWF Holdings History
Highwater Wealth Management, LLC's iShares Russell 1000 Growth ETF Holding Summary
As of 2019-09-30, Highwater Wealth Management, LLC held 5,091.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $813,000.00. This investment constitutes 3.59% of their stock portfolio, and Highwater Wealth Management, LLC now holds 0% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2018Q4. And since then Highwater Wealth Management, LLC has made 1 purchases of IWF, at an average price of $140.36, for a total of 6,749.00 shares. In addition, there have been 3 sales at an average price of $152.25 for 1,658.00 shares. Based on historical transaction data and IWF's current price of $434.26, Highwater Wealth Management, LLC's estimated gain on his IWF holdings is $1.52 Mil, reflecting a 160.03% gain to date.
Highwater Wealth Management, LLC IWF ($434.26) Holding Chart
Highwater 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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