Number of Shares
46,167.00
Current Holdings Value*
$16.67 Mil
% of Portfolio
3.49%
Total Estimate Gain
$25.60 Mil
% of Total Estimate Gain
77.78%

Retirement Income Solutions, Inc's iShares Russell 1000 Growth ETF Holding Summary

As of 2025-03-31, Retirement Income Solutions, Inc held 46,167.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $16.67 Mil. This investment constitutes 3.49% of their stock portfolio, and Retirement Income Solutions, Inc now holds 0.02% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.

The initial trade took place in 2018Q2. And since then Retirement Income Solutions, Inc has made 9 purchases of IWF, at an average price of $157.90, for a total of 208,433.00 shares. In addition, there have been 19 sales at an average price of $240.62 for 162,266.00 shares. Based on historical transaction data and IWF's current price of $421.70, Retirement Income Solutions, Inc's estimated gain on his IWF holdings is $25.60 Mil, reflecting a 77.78% gain to date.

Retirement Income Solutions, Inc IWF ($421.70) Holding Chart

Retirement Income Solutions, Inc IWF ($421.70) 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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