LWMG, LLC IWF Holdings History

Number of Shares
145,765.00
Current Holdings Value*
$54.72 Mil
% of Portfolio
10.4%
Total Estimate Gain
$26.28 Mil
% of Total Estimate Gain
69.66%

LWMG, LLC's iShares Russell 1000 Growth ETF Holding Summary

As of 2024-09-30, LWMG, LLC held 145,765.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $54.72 Mil. This investment constitutes 10.4% of their stock portfolio, and LWMG, LLC now holds 0.06% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.

The initial trade took place in 2022Q4. And since then LWMG, LLC has made 5 purchases of IWF, at an average price of $254.39, for a total of 148,285.00 shares. In addition, there have been 2 sales at an average price of $277.01 for 2,520.00 shares. Based on historical transaction data and IWF's current price of $434.26, LWMG, LLC's estimated gain on his IWF holdings is $26.28 Mil, reflecting a 69.66% gain to date.

LWMG, LLC IWF ($434.26) Holding Chart

LWMG, LLC IWF ($434.26) 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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