Number of Shares
5,188.00
Current Holdings Value*
$1.87 Mil
% of Portfolio
1.86%
Total Estimate Gain
$1.15 Mil
% of Total Estimate Gain
57.56%

LUTS & GREENLEIGH GROUP, INC's iShares Russell 1000 Growth ETF Holding Summary

As of 2025-03-31, LUTS & GREENLEIGH GROUP, INC held 5,188.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $1.87 Mil. This investment constitutes 1.86% of their stock portfolio, and LUTS & GREENLEIGH GROUP, INC now holds 0% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.

The initial trade took place in 2022Q4. And since then LUTS & GREENLEIGH GROUP, INC has made 3 purchases of IWF, at an average price of $223.10, for a total of 8,929.00 shares. In addition, there have been 5 sales at an average price of $254.20 for 3,741.00 shares. Based on historical transaction data and IWF's current price of $421.70, LUTS & GREENLEIGH GROUP, INC's estimated gain on his IWF holdings is $1.15 Mil, reflecting a 57.56% gain to date.

LUTS & GREENLEIGH GROUP, INC IWF ($421.70) Holding Chart

LUTS & GREENLEIGH GROUP, INC IWF ($421.70) 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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