Number of Shares
42,992.00
Current Holdings Value*
$15.52 Mil
% of Portfolio
6.76%
Total Estimate Gain
$15.47 Mil
% of Total Estimate Gain
175.94%

SONATA CAPITAL GROUP INC's iShares Russell 1000 Growth ETF Holding Summary

As of 2025-03-31, SONATA CAPITAL GROUP INC held 42,992.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $15.52 Mil. This investment constitutes 6.76% of their stock portfolio, and SONATA CAPITAL GROUP INC now holds 0.02% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.

The initial trade took place in 2014Q4. And since then SONATA CAPITAL GROUP INC has made 14 purchases of IWF, at an average price of $115.06, for a total of 76,402.00 shares. In addition, there have been 17 sales at an average price of $174.96 for 33,410.00 shares. Based on historical transaction data and IWF's current price of $428.27, SONATA CAPITAL GROUP INC's estimated gain on his IWF holdings is $15.47 Mil, reflecting a 175.94% gain to date.

SONATA CAPITAL GROUP INC IWF ($428.27) Holding Chart

SONATA CAPITAL GROUP INC IWF ($428.27) 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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