Number of Shares
23,860.00
Current Holdings Value*
$8.62 Mil
% of Portfolio
6.89%
Total Estimate Gain
$4.12 Mil
% of Total Estimate Gain
31.13%

Paladin Advisory Group, LLC's iShares Russell 1000 Growth ETF Holding Summary

As of 2025-03-31, Paladin Advisory Group, LLC held 23,860.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $8.62 Mil. This investment constitutes 6.89% of their stock portfolio, and Paladin Advisory Group, LLC now holds 0.01% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.

The initial trade took place in 2022Q1. And since then Paladin Advisory Group, LLC has made 5 purchases of IWF, at an average price of $252.66, for a total of 52,350.00 shares. In addition, there have been 7 sales at an average price of $248.75 for 28,490.00 shares. Based on historical transaction data and IWF's current price of $429.88, Paladin Advisory Group, LLC's estimated gain on his IWF holdings is $4.12 Mil, reflecting a 31.13% gain to date.

Paladin Advisory Group, LLC IWF ($429.88) Holding Chart

Paladin Advisory Group, LLC IWF ($429.88) 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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