SAXON INTERESTS, INC. IWF Holdings History

Number of Shares
12,635.00
Current Holdings Value*
$4.56 Mil
% of Portfolio
2.13%
Total Estimate Gain
$3.35 Mil
% of Total Estimate Gain
19.11%

SAXON INTERESTS, INC.'s iShares Russell 1000 Growth ETF Holding Summary

As of 2025-06-30, SAXON INTERESTS, INC. held 12,635.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $4.56 Mil. This investment constitutes 2.13% of their stock portfolio, and SAXON INTERESTS, INC. now holds 0% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.

The initial trade took place in 2021Q4. And since then SAXON INTERESTS, INC. has made 4 purchases of IWF, at an average price of $263.05, for a total of 66,636.00 shares. In addition, there have been 9 sales at an average price of $285.40 for 54,001.00 shares. Based on historical transaction data and IWF's current price of $432.64, SAXON INTERESTS, INC.'s estimated gain on his IWF holdings is $3.35 Mil, reflecting a 19.11% gain to date.

SAXON INTERESTS, INC. IWF ($432.64) Holding Chart

SAXON INTERESTS, INC. 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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