Number of Shares
120,965.00
Current Holdings Value*
$43.68 Mil
% of Portfolio
5.89%
Total Estimate Gain
$21.91 Mil
% of Total Estimate Gain
68.28%

Relyea Zuckerberg Hanson LLC's iShares Russell 1000 Growth ETF Holding Summary

As of 2025-03-31, Relyea Zuckerberg Hanson LLC held 120,965.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $43.68 Mil. This investment constitutes 5.89% of their stock portfolio, and Relyea Zuckerberg Hanson LLC now holds 0.04% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.

The initial trade took place in 2019Q4. And since then Relyea Zuckerberg Hanson LLC has made 18 purchases of IWF, at an average price of $243.10, for a total of 132,000.00 shares. In addition, there have been 3 sales at an average price of $206.60 for 11,035.00 shares. Based on historical transaction data and IWF's current price of $427.57, Relyea Zuckerberg Hanson LLC's estimated gain on his IWF holdings is $21.91 Mil, reflecting a 68.28% gain to date.

Relyea Zuckerberg Hanson LLC IWF ($427.57) Holding Chart

Relyea Zuckerberg Hanson 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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