Regent Peak Wealth Advisors LLC IWF Holdings History
Regent Peak Wealth Advisors LLC's iShares Russell 1000 Growth ETF Holding Summary
As of 2025-03-31, Regent Peak Wealth Advisors LLC held 39,405.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $14.23 Mil. This investment constitutes 3.36% of their stock portfolio, and Regent Peak Wealth Advisors LLC now holds 0.01% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2019Q4. And since then Regent Peak Wealth Advisors LLC has made 12 purchases of IWF, at an average price of $284.76, for a total of 105,829.00 shares. In addition, there have been 10 sales at an average price of $348.82 for 66,424.00 shares. Based on historical transaction data and IWF's current price of $432.64, Regent Peak Wealth Advisors LLC's estimated gain on his IWF holdings is $10.08 Mil, reflecting a 33.46% gain to date.
Regent Peak Wealth Advisors LLC IWF ($432.64) Holding Chart
Regent Peak Wealth Advisors LLC 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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