Number of Shares
423,600.00
Current Holdings Value*
$152.96 Mil
% of Portfolio
6.94%
Total Estimate Gain
$179.05 Mil
% of Total Estimate Gain
99.95%

STALEY CAPITAL ADVISERS INC's iShares Russell 1000 Growth ETF Holding Summary

As of 2025-03-31, STALEY CAPITAL ADVISERS INC held 423,600.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $152.96 Mil. This investment constitutes 6.94% of their stock portfolio, and STALEY CAPITAL ADVISERS INC now holds 0.16% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.

The initial trade took place in 2013Q4. And since then STALEY CAPITAL ADVISERS INC has made 12 purchases of IWF, at an average price of $142.16, for a total of 1.26 Mil shares. In addition, there have been 24 sales at an average price of $211.67 for 836,509.00 shares. Based on historical transaction data and IWF's current price of $427.57, STALEY CAPITAL ADVISERS INC's estimated gain on his IWF holdings is $179.05 Mil, reflecting a 99.95% gain to date.

STALEY CAPITAL ADVISERS INC IWF ($427.57) Holding Chart

STALEY CAPITAL ADVISERS INC IWF ($427.57) 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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