STEPH & CO IWF Holdings History
Number of Shares
2,861.00
Current Holdings Value*
$1.21 Mil
% of Portfolio
0.39%
Total Estimate Gain
$562,374.70
% of Total Estimate Gain
76.05%
STEPH & CO's iShares Russell 1000 Growth ETF Holding Summary
As of 2025-06-30, STEPH & CO held 2,861.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $1.21 Mil. This investment constitutes 0.39% of their stock portfolio, and STEPH & CO now holds 0% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2019Q4. And since then STEPH & CO has made 3 purchases of IWF, at an average price of $239.09, for a total of 3,093.00 shares. In addition, there have been 2 sales at an average price of $256.31 for 232.00 shares. Based on historical transaction data and IWF's current price of $434.26, STEPH & CO's estimated gain on his IWF holdings is $562,374.70, reflecting a 76.05% gain to date.
STEPH & CO IWF ($434.26) Holding Chart
STEPH & CO 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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