Moser Wealth Advisors, LLC IWF Holdings History
Number of Shares
1,362.00
Current Holdings Value*
$491,810.00
% of Portfolio
0.26%
Total Estimate Gain
$50,067.12
% of Total Estimate Gain
9.32%
Moser Wealth Advisors, LLC's iShares Russell 1000 Growth ETF Holding Summary
As of 2025-03-31, Moser Wealth Advisors, LLC held 1,362.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $491,810.00. This investment constitutes 0.26% of their stock portfolio, and Moser Wealth Advisors, LLC now holds 0% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2025Q1. And since then Moser Wealth Advisors, LLC has made 1 purchases of IWF, at an average price of $394.62, for a total of 1,362.00 shares. Based on historical transaction data and IWF's current price of $431.38, Moser Wealth Advisors, LLC's estimated gain on his IWF holdings is $50,067.12, reflecting a 9.32% gain to date.
Moser Wealth Advisors, LLC IWF ($431.38) Holding Chart
Moser Wealth Advisors, LLC IWF ($431.38) 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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