Opes Advisors Inc IWF Holdings History
Number of Shares
38,099.00
Current Holdings Value*
$4.99 Mil
% of Portfolio
5.48%
Total Estimate Gain
$10.95 Mil
% of Total Estimate Gain
199.00%
Opes Advisors Inc's iShares Russell 1000 Growth ETF Holding Summary
As of 2018-12-31, Opes Advisors Inc held 38,099.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $4.99 Mil. This investment constitutes 5.48% of their stock portfolio, and Opes Advisors Inc now holds 0.02% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2018Q2. In addition, there have been 3 sales at an average price of $143.13 for 854.00 shares. Based on historical transaction data and IWF's current price of $428.48, Opes Advisors Inc's estimated gain on his IWF holdings is $10.95 Mil, reflecting a 199.00% gain to date.
Opes Advisors Inc IWF ($428.48) Holding Chart
Opes Advisors Inc IWF ($428.48) 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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