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 %

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