STAGE HARBOR FINANCIAL, LLC IWF Holdings History
STAGE HARBOR FINANCIAL, LLC's iShares Russell 1000 Growth ETF Holding Summary
As of 2025-03-31, STAGE HARBOR FINANCIAL, LLC held 17,803.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $6.43 Mil. This investment constitutes 5.44% of their stock portfolio, and STAGE HARBOR FINANCIAL, LLC now holds 0.01% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2023Q4. And since then STAGE HARBOR FINANCIAL, LLC has made 1 purchases of IWF, at an average price of $282.95, for a total of 18,729.00 shares. In addition, there have been 3 sales at an average price of $363.20 for 926.00 shares. Based on historical transaction data and IWF's current price of $434.26, STAGE HARBOR FINANCIAL, LLC's estimated gain on his IWF holdings is $2.77 Mil, reflecting a 52.23% gain to date.
STAGE HARBOR FINANCIAL, LLC IWF ($434.26) Holding Chart
STAGE HARBOR FINANCIAL, 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 % | |||
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