Intrepid Financial Planning Group LLC IWF Holdings History
Intrepid Financial Planning Group LLC's iShares Russell 1000 Growth ETF Holding Summary
As of 2025-03-31, Intrepid Financial Planning Group LLC held 35,284.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $12.74 Mil. This investment constitutes 5.9% of their stock portfolio, and Intrepid Financial Planning Group LLC now holds 0.01% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2022Q2. And since then Intrepid Financial Planning Group LLC has made 1 purchases of IWF, at an average price of $240.58, for a total of 42,308.00 shares. In addition, there have been 10 sales at an average price of $255.81 for 7,024.00 shares. Based on historical transaction data and IWF's current price of $406.54, Intrepid Financial Planning Group LLC's estimated gain on his IWF holdings is $5.96 Mil, reflecting a 58.58% gain to date.
Intrepid Financial Planning Group LLC IWF ($406.54) Holding Chart
Intrepid Financial Planning Group LLC IWF ($406.54) 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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