JFS WEALTH ADVISORS, LLC IWF Holdings History
JFS WEALTH ADVISORS, LLC's iShares Russell 1000 Growth ETF Holding Summary
As of 2025-03-31, JFS WEALTH ADVISORS, LLC held 94,488.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $34.12 Mil. This investment constitutes 2.31% of their stock portfolio, and JFS WEALTH ADVISORS, LLC now holds 0.04% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2015Q4. And since then JFS WEALTH ADVISORS, LLC has made 16 purchases of IWF, at an average price of $278.52, for a total of 114,874.00 shares. In addition, there have been 13 sales at an average price of $245.17 for 20,386.00 shares. Based on historical transaction data and IWF's current price of $431.46, JFS WEALTH ADVISORS, LLC's estimated gain on his IWF holdings is $13.77 Mil, reflecting a 43.04% gain to date.
JFS WEALTH ADVISORS, LLC IWF ($431.46) Holding Chart
JFS WEALTH ADVISORS, LLC IWF ($431.46) 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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