Patten Group, Inc. IWF Holdings History

Number of Shares
23,225.00
Current Holdings Value*
$8.39 Mil
% of Portfolio
1.92%
Total Estimate Gain
$8.54 Mil
% of Total Estimate Gain
168.12%

Patten Group, Inc.'s iShares Russell 1000 Growth ETF Holding Summary

As of 2025-03-31, Patten Group, Inc. held 23,225.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $8.39 Mil. This investment constitutes 1.92% of their stock portfolio, and Patten Group, Inc. now holds 0.01% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.

The initial trade took place in 2015Q1. And since then Patten Group, Inc. has made 12 purchases of IWF, at an average price of $118.25, for a total of 42,974.00 shares. In addition, there have been 17 sales at an average price of $187.06 for 19,749.00 shares. Based on historical transaction data and IWF's current price of $427.57, Patten Group, Inc.'s estimated gain on his IWF holdings is $8.54 Mil, reflecting a 168.12% gain to date.

Patten Group, Inc. IWF ($427.57) Holding Chart

Patten Group, Inc. IWF ($427.57) 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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