OLYMPUS WEALTH MANAGEMENT, LLC IWF Holdings History
OLYMPUS WEALTH MANAGEMENT, LLC's iShares Russell 1000 Growth ETF Holding Summary
As of 2025-06-30, OLYMPUS WEALTH MANAGEMENT, LLC held 25,223.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $10.71 Mil. This investment constitutes 3.6% of their stock portfolio, and OLYMPUS WEALTH MANAGEMENT, LLC now holds 0.01% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2021Q4. And since then OLYMPUS WEALTH MANAGEMENT, LLC has made 5 purchases of IWF, at an average price of $313.09, for a total of 39,748.00 shares. In addition, there have been 2 sales at an average price of $271.92 for 14,525.00 shares. Based on historical transaction data and IWF's current price of $434.26, OLYMPUS WEALTH MANAGEMENT, LLC's estimated gain on his IWF holdings is $2.46 Mil, reflecting a 19.75% gain to date.
OLYMPUS WEALTH MANAGEMENT, LLC IWF ($434.26) Holding Chart
OLYMPUS WEALTH MANAGEMENT, 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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