JP Wealth Management, Inc. IWF Holdings History
Number of Shares
5,400.00
Current Holdings Value*
$2.29 Mil
% of Portfolio
1.72%
Total Estimate Gain
$237,870.00
% of Total Estimate Gain
11.19%
JP Wealth Management, Inc.'s iShares Russell 1000 Growth ETF Holding Summary
As of 2025-06-30, JP Wealth Management, Inc. held 5,400.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $2.29 Mil. This investment constitutes 1.72% of their stock portfolio, and JP Wealth Management, Inc. now holds 0% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2024Q4. Based on historical transaction data and IWF's current price of $437.85, JP Wealth Management, Inc.'s estimated gain on his IWF holdings is $237,870.00, reflecting a 11.19% gain to date.
JP Wealth Management, Inc. IWF ($437.85) Holding Chart
JP Wealth Management, 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 % | |||
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