ROBINSON SMITH WEALTH ADVISORS LLC IWF Holdings History
Number of Shares
7,990.00
Current Holdings Value*
$2.89 Mil
% of Portfolio
2.41%
Total Estimate Gain
$1.17 Mil
% of Total Estimate Gain
50.65%
ROBINSON SMITH WEALTH ADVISORS LLC's iShares Russell 1000 Growth ETF Holding Summary
As of 2025-03-31, ROBINSON SMITH WEALTH ADVISORS LLC held 7,990.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $2.89 Mil. This investment constitutes 2.41% of their stock portfolio, and ROBINSON SMITH WEALTH ADVISORS LLC now holds 0% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2023Q4. And since then ROBINSON SMITH WEALTH ADVISORS LLC has made 1 purchases of IWF, at an average price of $289.80, for a total of 7,990.00 shares. Based on historical transaction data and IWF's current price of $436.59, ROBINSON SMITH WEALTH ADVISORS LLC's estimated gain on his IWF holdings is $1.17 Mil, reflecting a 50.65% gain to date.
ROBINSON SMITH WEALTH ADVISORS LLC IWF ($436.59) Holding Chart
ROBINSON SMITH WEALTH ADVISORS LLC 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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