PERSONAL CFO SOLUTIONS, LLC IWF Holdings History
PERSONAL CFO SOLUTIONS, LLC's iShares Russell 1000 Growth ETF Holding Summary
As of 2025-03-31, PERSONAL CFO SOLUTIONS, LLC held 3,554.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $1.28 Mil. This investment constitutes 0.26% of their stock portfolio, and PERSONAL CFO SOLUTIONS, LLC now holds 0% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2019Q3. And since then PERSONAL CFO SOLUTIONS, LLC has made 12 purchases of IWF, at an average price of $261.82, for a total of 16,453.00 shares. In addition, there have been 9 sales at an average price of $266.51 for 12,899.00 shares. Based on historical transaction data and IWF's current price of $434.26, PERSONAL CFO SOLUTIONS, LLC's estimated gain on his IWF holdings is $673,364.07, reflecting a 15.63% gain to date.
PERSONAL CFO SOLUTIONS, LLC IWF ($434.26) Holding Chart
PERSONAL CFO SOLUTIONS, 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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