LWM ADVISORS INC IWF Holdings History
LWM ADVISORS INC's iShares Russell 1000 Growth ETF Holding Summary
As of 2025-03-31, LWM ADVISORS INC held 52,011.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $19.49 Mil. This investment constitutes 20.04% of their stock portfolio, and LWM ADVISORS INC now holds 0.02% 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 2,175.00 shares. Based on historical transaction data and IWF's current price of $428.27, LWM ADVISORS INC's estimated gain on his IWF holdings is $1.79 Mil, reflecting a 8.41% gain to date.
LWM ADVISORS INC IWF ($428.27) Holding Chart
LWM ADVISORS INC IWF ($428.27) 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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