Number of Shares
75,918.00
Current Holdings Value*
$27.41 Mil
% of Portfolio
4.86%
Total Estimate Gain
$43.68 Mil
% of Total Estimate Gain
200.59%

Montecito Bank & Trust's iShares Russell 1000 Growth ETF Holding Summary

As of 2025-03-31, Montecito Bank & Trust held 75,918.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $27.41 Mil. This investment constitutes 4.86% of their stock portfolio, and Montecito Bank & Trust now holds 0.03% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.

The initial trade took place in 2014Q1. And since then Montecito Bank & Trust has made 6 purchases of IWF, at an average price of $89.31, for a total of 243,829.00 shares. In addition, there have been 29 sales at an average price of $193.49 for 167,911.00 shares. Based on historical transaction data and IWF's current price of $434.26, Montecito Bank & Trust's estimated gain on his IWF holdings is $43.68 Mil, reflecting a 200.59% gain to date.

Montecito Bank & Trust IWF ($434.26) Holding Chart

Montecito Bank & Trust 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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