SIMON QUICK ADVISORS, LLC IWF Holdings History
SIMON QUICK ADVISORS, LLC's iShares Russell 1000 Growth ETF Holding Summary
As of 2025-03-31, SIMON QUICK ADVISORS, LLC held 248,816.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $89.84 Mil. This investment constitutes 5.11% of their stock portfolio, and SIMON QUICK ADVISORS, LLC now holds 0.09% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2018Q2. And since then SIMON QUICK ADVISORS, LLC has made 10 purchases of IWF, at an average price of $201.05, for a total of 493,268.00 shares. In addition, there have been 18 sales at an average price of $211.96 for 244,452.00 shares. Based on historical transaction data and IWF's current price of $421.70, SIMON QUICK ADVISORS, LLC's estimated gain on his IWF holdings is $57.57 Mil, reflecting a 58.05% gain to date.
SIMON QUICK ADVISORS, LLC IWF ($421.70) Holding Chart
SIMON QUICK ADVISORS, LLC 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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