Robertson Stephens Wealth Management, LLC IWF Holdings History
Robertson Stephens Wealth Management, LLC's iShares Russell 1000 Growth ETF Holding Summary
As of 2025-03-31, Robertson Stephens Wealth Management, LLC held 95,766.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $34.58 Mil. This investment constitutes 1.19% of their stock portfolio, and Robertson Stephens Wealth Management, LLC now holds 0.04% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2018Q4. And since then Robertson Stephens Wealth Management, LLC has made 17 purchases of IWF, at an average price of $236.38, for a total of 137,776.00 shares. In addition, there have been 8 sales at an average price of $346.31 for 42,010.00 shares. Based on historical transaction data and IWF's current price of $434.26, Robertson Stephens Wealth Management, LLC's estimated gain on his IWF holdings is $23.57 Mil, reflecting a 72.37% gain to date.
Robertson Stephens Wealth Management, LLC IWF ($434.26) Holding Chart
Robertson Stephens Wealth Management, LLC IWF ($434.26) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
