MISSION WEALTH MANAGEMENT, LP IWF Holdings History
MISSION WEALTH MANAGEMENT, LP's iShares Russell 1000 Growth ETF Holding Summary
As of 2025-03-31, MISSION WEALTH MANAGEMENT, LP held 133,502.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $48.21 Mil. This investment constitutes 1.18% of their stock portfolio, and MISSION WEALTH MANAGEMENT, LP now holds 0.05% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2018Q2. And since then MISSION WEALTH MANAGEMENT, LP has made 15 purchases of IWF, at an average price of $249.32, for a total of 160,502.00 shares. In addition, there have been 13 sales at an average price of $272.12 for 27,000.00 shares. Based on historical transaction data and IWF's current price of $428.27, MISSION WEALTH MANAGEMENT, LP's estimated gain on his IWF holdings is $24.51 Mil, reflecting a 61.24% gain to date.
MISSION WEALTH MANAGEMENT, LP IWF ($428.27) Holding Chart
MISSION WEALTH MANAGEMENT, LP 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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