Number of Shares
99,014.00
Current Holdings Value*
$35.75 Mil
% of Portfolio
5.54%
Total Estimate Gain
$20.81 Mil
% of Total Estimate Gain
58.95%

Portfolio Strategies, Inc.'s iShares Russell 1000 Growth ETF Holding Summary

As of 2025-03-31, Portfolio Strategies, Inc. held 99,014.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $35.75 Mil. This investment constitutes 5.54% of their stock portfolio, and Portfolio Strategies, Inc. now holds 0.04% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.

The initial trade took place in 2018Q2. And since then Portfolio Strategies, Inc. has made 7 purchases of IWF, at an average price of $250.47, for a total of 140,918.00 shares. In addition, there have been 14 sales at an average price of $312.78 for 41,904.00 shares. Based on historical transaction data and IWF's current price of $434.26, Portfolio Strategies, Inc.'s estimated gain on his IWF holdings is $20.81 Mil, reflecting a 58.95% gain to date.

Portfolio Strategies, Inc. IWF ($434.26) Holding Chart

Portfolio Strategies, Inc. 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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