Polaris Wealth Advisory Group, LLC IWF Holdings History
Polaris Wealth Advisory Group, LLC's iShares Russell 1000 Growth ETF Holding Summary
As of 2023-09-30, Polaris Wealth Advisory Group, LLC held 150,292.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $39.98 Mil. This investment constitutes 3.04% of their stock portfolio, and Polaris Wealth Advisory Group, LLC now holds 0.06% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2014Q1. And since then Polaris Wealth Advisory Group, LLC has made 9 purchases of IWF, at an average price of $132.31, for a total of 753,235.00 shares. In addition, there have been 21 sales at an average price of $148.17 for 602,943.00 shares. Based on historical transaction data and IWF's current price of $428.27, Polaris Wealth Advisory Group, LLC's estimated gain on his IWF holdings is $54.04 Mil, reflecting a 54.22% gain to date.
Polaris Wealth Advisory Group, LLC IWF ($428.27) Holding Chart
Polaris Wealth Advisory Group, LLC IWF ($428.27) 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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