Planned Solutions, Inc. IWF Holdings History
Planned Solutions, Inc.'s iShares Russell 1000 Growth ETF Holding Summary
As of 2025-03-31, Planned Solutions, Inc. held 1,361.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $491,550.00. This investment constitutes 0.2% of their stock portfolio, and Planned Solutions, Inc. now holds 0% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2020Q3. And since then Planned Solutions, Inc. has made 3 purchases of IWF, at an average price of $372.95, for a total of 1,697.00 shares. In addition, there have been 3 sales at an average price of $319.73 for 336.00 shares. Based on historical transaction data and IWF's current price of $436.59, Planned Solutions, Inc.'s estimated gain on his IWF holdings is $68,734.45, reflecting a 10.86% gain to date.
Planned Solutions, Inc. IWF ($436.59) Holding Chart
Planned Solutions, Inc. IWF ($436.59) 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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