Number of Shares
89,447.00
Current Holdings Value*
$32.30 Mil
% of Portfolio
0.41%
Total Estimate Gain
$21.14 Mil
% of Total Estimate Gain
33.05%

RWA WEALTH PARTNERS, LLC's iShares Russell 1000 Growth ETF Holding Summary

As of 2025-03-31, RWA WEALTH PARTNERS, LLC held 89,447.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $32.30 Mil. This investment constitutes 0.41% of their stock portfolio, and RWA WEALTH PARTNERS, LLC now holds 0.03% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.

The initial trade took place in 2018Q2. And since then RWA WEALTH PARTNERS, LLC has made 10 purchases of IWF, at an average price of $287.52, for a total of 222,487.00 shares. In addition, there have been 14 sales at an average price of $352.28 for 133,040.00 shares. Based on historical transaction data and IWF's current price of $427.57, RWA WEALTH PARTNERS, LLC's estimated gain on his IWF holdings is $21.14 Mil, reflecting a 33.05% gain to date.

RWA WEALTH PARTNERS, LLC IWF ($427.57) Holding Chart

RWA WEALTH PARTNERS, LLC IWF ($427.57) 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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