Legacy Wealth Planning, LLC IWF Holdings History
Legacy Wealth Planning, LLC's iShares Russell 1000 Growth ETF Holding Summary
As of 2022-09-30, Legacy Wealth Planning, LLC held 8,641.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $1.82 Mil. This investment constitutes 3.01% of their stock portfolio, and Legacy Wealth Planning, LLC now holds 0% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2019Q4. In addition, there have been 10 sales at an average price of $214.72 for 6,944.00 shares. Based on historical transaction data and IWF's current price of $434.26, Legacy Wealth Planning, LLC's estimated gain on his IWF holdings is $2.65 Mil, reflecting a 102.32% gain to date.
Legacy Wealth Planning, LLC IWF ($434.26) Holding Chart
Legacy Wealth Planning, 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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