Occidental Asset Management, LLC IWF Holdings History
Occidental Asset Management, LLC's iShares Russell 1000 Growth ETF Holding Summary
As of 2025-06-30, Occidental Asset Management, LLC held 42,349.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $17.98 Mil. This investment constitutes 2.48% of their stock portfolio, and Occidental Asset Management, LLC now holds 0.02% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2014Q2. And since then Occidental Asset Management, LLC has made 14 purchases of IWF, at an average price of $164.59, for a total of 96,661.00 shares. In addition, there have been 16 sales at an average price of $226.83 for 54,312.00 shares. Based on historical transaction data and IWF's current price of $432.64, Occidental Asset Management, LLC's estimated gain on his IWF holdings is $14.73 Mil, reflecting a 92.60% gain to date.
Occidental Asset Management, LLC IWF ($432.64) Holding Chart
Occidental Asset Management, 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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