RTD Financial Advisors, Inc. IWF Holdings History
RTD Financial Advisors, Inc.'s iShares Russell 1000 Growth ETF Holding Summary
As of 2025-06-30, RTD Financial Advisors, Inc. held 99,033.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $42.05 Mil. This investment constitutes 5.38% of their stock portfolio, and RTD Financial Advisors, Inc. now holds 0.04% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2021Q4. And since then RTD Financial Advisors, Inc. has made 3 purchases of IWF, at an average price of $293.85, for a total of 148,737.00 shares. In addition, there have been 11 sales at an average price of $354.66 for 49,704.00 shares. Based on historical transaction data and IWF's current price of $432.64, RTD Financial Advisors, Inc.'s estimated gain on his IWF holdings is $16.77 Mil, reflecting a 38.36% gain to date.
RTD Financial Advisors, Inc. IWF ($432.64) Holding Chart
RTD Financial Advisors, Inc. IWF ($432.64) 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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