Regal Wealth Group, Inc. IWF Holdings History
Regal Wealth Group, Inc.'s iShares Russell 1000 Growth ETF Holding Summary
As of 2023-12-31, Regal Wealth Group, Inc. held 96,593.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $28.44 Mil. This investment constitutes 17.54% of their stock portfolio, and Regal Wealth Group, 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 Regal Wealth Group, Inc. has made 8 purchases of IWF, at an average price of $179.54, for a total of 156,726.00 shares. In addition, there have been 15 sales at an average price of $214.09 for 60,133.00 shares. Based on historical transaction data and IWF's current price of $436.59, Regal Wealth Group, Inc.'s estimated gain on his IWF holdings is $26.91 Mil, reflecting a 95.62% gain to date.
Regal Wealth Group, Inc. IWF ($436.59) Holding Chart
Regal Wealth Group, Inc. 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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