Number of Shares
13,977.00
Current Holdings Value*
$5.05 Mil
% of Portfolio
1.36%
Total Estimate Gain
$4.91 Mil
% of Total Estimate Gain
79.89%

MONETARY MANAGEMENT GROUP INC's iShares Russell 1000 Growth ETF Holding Summary

As of 2025-03-31, MONETARY MANAGEMENT GROUP INC held 13,977.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $5.05 Mil. This investment constitutes 1.36% of their stock portfolio, and MONETARY MANAGEMENT GROUP INC now holds 0.01% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.

The initial trade took place in 2014Q1. And since then MONETARY MANAGEMENT GROUP INC has made 16 purchases of IWF, at an average price of $162.45, for a total of 37,809.00 shares. In addition, there have been 18 sales at an average price of $208.94 for 23,832.00 shares. Based on historical transaction data and IWF's current price of $434.26, MONETARY MANAGEMENT GROUP INC's estimated gain on his IWF holdings is $4.91 Mil, reflecting a 79.89% gain to date.

MONETARY MANAGEMENT GROUP INC IWF ($434.26) Holding Chart

MONETARY MANAGEMENT GROUP INC 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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