Newport Capital Group, LLC IWF Holdings History
Newport Capital Group, LLC's iShares Russell 1000 Growth ETF Holding Summary
As of 2025-03-31, Newport Capital Group, LLC held 36,293.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $13.11 Mil. This investment constitutes 9.44% of their stock portfolio, and Newport Capital Group, LLC now holds 0.01% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2020Q4. And since then Newport Capital Group, LLC has made 8 purchases of IWF, at an average price of $244.25, for a total of 107,610.00 shares. In addition, there have been 6 sales at an average price of $228.71 for 71,317.00 shares. Based on historical transaction data and IWF's current price of $432.64, Newport Capital Group, LLC's estimated gain on his IWF holdings is $5.73 Mil, reflecting a 21.79% gain to date.
Newport Capital Group, LLC IWF ($432.64) Holding Chart
Newport Capital Group, LLC IWF ($432.64) 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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