Independence Wealth Advisors, Inc. IWF Holdings History
Independence Wealth Advisors, Inc.'s iShares Russell 1000 Growth ETF Holding Summary
As of 2020-12-31, Independence Wealth Advisors, Inc. held 30,386.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $7.33 Mil. This investment constitutes 16.43% of their stock portfolio, and Independence Wealth Advisors, Inc. now holds 0.01% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2018Q2. And since then Independence Wealth Advisors, Inc. has made 2 purchases of IWF, at an average price of $142.62, for a total of 47,563.00 shares. In addition, there have been 9 sales at an average price of $171.70 for 17,177.00 shares. Based on historical transaction data and IWF's current price of $437.85, Independence Wealth Advisors, Inc.'s estimated gain on his IWF holdings is $9.47 Mil, reflecting a 139.62% gain to date.
Independence Wealth Advisors, Inc. IWF ($437.85) Holding Chart
Independence Wealth Advisors, Inc. 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
