STEPHENS GROUP ASSET MANAGEMENT, LLC IWF Holdings History
STEPHENS GROUP ASSET MANAGEMENT, LLC's iShares Russell 1000 Growth ETF Holding Summary
As of 2025-06-30, STEPHENS GROUP ASSET MANAGEMENT, LLC held 197,650.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $83.92 Mil. This investment constitutes 6.04% of their stock portfolio, and STEPHENS GROUP ASSET MANAGEMENT, LLC now holds 0.08% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2018Q2. And since then STEPHENS GROUP ASSET MANAGEMENT, LLC has made 13 purchases of IWF, at an average price of $158.36, for a total of 756,430.00 shares. In addition, there have been 16 sales at an average price of $177.00 for 558,780.00 shares. Based on historical transaction data and IWF's current price of $434.26, STEPHENS GROUP ASSET MANAGEMENT, LLC's estimated gain on his IWF holdings is $64.95 Mil, reflecting a 54.22% gain to date.
STEPHENS GROUP ASSET MANAGEMENT, LLC IWF ($434.26) Holding Chart
STEPHENS GROUP ASSET MANAGEMENT, 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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