KDK Private Wealth Management, LLC IWF Holdings History
KDK Private Wealth Management, LLC's iShares Russell 1000 Growth ETF Holding Summary
As of 2025-03-31, KDK Private Wealth Management, LLC held 9,310.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $3.36 Mil. This investment constitutes 3.83% of their stock portfolio, and KDK Private Wealth Management, LLC now holds 0% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $394.62 for 2.00 shares. Based on historical transaction data and IWF's current price of $425.55, KDK Private Wealth Management, LLC's estimated gain on his IWF holdings is $295,547.59, reflecting a 8.06% gain to date.
KDK Private Wealth Management, LLC IWF ($425.55) Holding Chart
KDK Private Wealth Management, LLC IWF ($425.55) 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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