Number of Shares
124,469.00
Current Holdings Value*
$44.94 Mil
% of Portfolio
5.48%
Total Estimate Gain
$28.89 Mil
% of Total Estimate Gain
71.09%

Rodgers & Associates, LTD's iShares Russell 1000 Growth ETF Holding Summary

As of 2025-03-31, Rodgers & Associates, LTD held 124,469.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $44.94 Mil. This investment constitutes 5.48% of their stock portfolio, and Rodgers & Associates, LTD now holds 0.05% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.

The initial trade took place in 2020Q4. And since then Rodgers & Associates, LTD has made 6 purchases of IWF, at an average price of $230.19, for a total of 176,544.00 shares. In addition, there have been 11 sales at an average price of $310.41 for 52,075.00 shares. Based on historical transaction data and IWF's current price of $428.72, Rodgers & Associates, LTD's estimated gain on his IWF holdings is $28.89 Mil, reflecting a 71.09% gain to date.

Rodgers & Associates, LTD IWF ($428.72) Holding Chart

Rodgers & Associates, LTD IWF ($428.72) 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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