Number of Shares
32,572.00
Current Holdings Value*
$9.95 Mil
% of Portfolio
3.05%
Total Estimate Gain
$43.28 Mil
% of Total Estimate Gain
3.96%

Johanson Financial Advisors, Inc.'s iShares Russell 1000 Growth ETF Holding Summary

As of 2021-12-31, Johanson Financial Advisors, Inc. held 32,572.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $9.95 Mil. This investment constitutes 3.05% of their stock portfolio, and Johanson Financial Advisors, Inc. now holds 0.01% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.

The initial trade took place in 2018Q2. And since then Johanson Financial Advisors, Inc. has made 3 purchases of IWF, at an average price of $166.64, for a total of 6.56 Mil shares. In addition, there have been 12 sales at an average price of $171.94 for 6.52 Mil shares. Based on historical transaction data and IWF's current price of $432.64, Johanson Financial Advisors, Inc.'s estimated gain on his IWF holdings is $43.28 Mil, reflecting a 3.96% gain to date.

Johanson Financial Advisors, Inc. IWF ($432.64) Holding Chart

Johanson Financial Advisors, Inc. IWF ($432.64) 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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