Joel Adams & Associates, Inc. IWF Holdings History
Joel Adams & Associates, Inc.'s iShares Russell 1000 Growth ETF Holding Summary
As of 2025-03-31, Joel Adams & Associates, Inc. held 785.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $283,400.00. This investment constitutes 0.26% of their stock portfolio, and Joel Adams & Associates, Inc. now holds 0% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2025Q1. And since then Joel Adams & Associates, Inc. has made 1 purchases of IWF, at an average price of $394.62, for a total of 785.00 shares. Based on historical transaction data and IWF's current price of $436.59, Joel Adams & Associates, Inc.'s estimated gain on his IWF holdings is $32,946.45, reflecting a 10.64% gain to date.
Joel Adams & Associates, Inc. IWF ($436.59) Holding Chart
Joel Adams & Associates, Inc. IWF ($436.59) 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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