Number of Shares
2,728.00
Current Holdings Value*
$985,040.00
% of Portfolio
0.57%
Total Estimate Gain
$380,919.02
% of Total Estimate Gain
14.87%

Latitude Advisors, LLC's iShares Russell 1000 Growth ETF Holding Summary

As of 2025-03-31, Latitude Advisors, LLC held 2,728.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $985,040.00. This investment constitutes 0.57% of their stock portfolio, and Latitude Advisors, LLC now holds 0% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.

The initial trade took place in 2023Q2. And since then Latitude Advisors, LLC has made 6 purchases of IWF, at an average price of $356.35, for a total of 7,187.00 shares. In addition, there have been 2 sales at an average price of $392.69 for 4,459.00 shares. Based on historical transaction data and IWF's current price of $436.59, Latitude Advisors, LLC's estimated gain on his IWF holdings is $380,919.02, reflecting a 14.87% gain to date.

Latitude Advisors, LLC IWF ($436.59) Holding Chart

Latitude Advisors, LLC IWF ($436.59) 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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