JFG Wealth Management, LLC IWF Holdings History
JFG Wealth Management, LLC's iShares Russell 1000 Growth ETF Holding Summary
As of 2025-03-31, JFG Wealth Management, LLC held 1,527.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $551,380.00. This investment constitutes 0.13% of their stock portfolio, and JFG Wealth Management, LLC now holds 0% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2022Q1. And since then JFG Wealth Management, LLC has made 4 purchases of IWF, at an average price of $305.60, for a total of 10,398.00 shares. In addition, there have been 3 sales at an average price of $326.14 for 8,871.00 shares. Based on historical transaction data and IWF's current price of $427.57, JFG Wealth Management, LLC's estimated gain on his IWF holdings is $368,379.97, reflecting a 11.59% gain to date.
JFG Wealth Management, LLC IWF ($427.57) Holding Chart
JFG Wealth Management, LLC IWF ($427.57) 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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