Millstone Evans Group, LLC IWF Holdings History
Number of Shares
1,299.00
Current Holdings Value*
$469,060.00
% of Portfolio
0.32%
Total Estimate Gain
$51,617.00
% of Total Estimate Gain
10.07%
Millstone Evans Group, LLC's iShares Russell 1000 Growth ETF Holding Summary
As of 2025-03-31, Millstone Evans Group, LLC held 1,299.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $469,060.00. This investment constitutes 0.32% of their stock portfolio, and Millstone Evans Group, LLC now holds 0% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2024Q4. And since then Millstone Evans Group, LLC has made 1 purchases of IWF, at an average price of $394.52, for a total of 1,299.00 shares. Based on historical transaction data and IWF's current price of $434.26, Millstone Evans Group, LLC's estimated gain on his IWF holdings is $51,617.00, reflecting a 10.07% gain to date.
Millstone Evans Group, LLC IWF ($434.26) Holding Chart
Millstone Evans Group, 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 % |
Top Ranked Articles
- 1