Number of Shares
80,671.00
Current Holdings Value*
$29.13 Mil
% of Portfolio
7.91%
Total Estimate Gain
$29.16 Mil
% of Total Estimate Gain
108.55%

Sanchez Wealth Management Group's iShares Russell 1000 Growth ETF Holding Summary

As of 2025-03-31, Sanchez Wealth Management Group held 80,671.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $29.13 Mil. This investment constitutes 7.91% of their stock portfolio, and Sanchez Wealth Management Group now holds 0.03% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.

The initial trade took place in 2018Q2. And since then Sanchez Wealth Management Group has made 11 purchases of IWF, at an average price of $157.75, for a total of 170,276.00 shares. In addition, there have been 17 sales at an average price of $239.03 for 89,605.00 shares. Based on historical transaction data and IWF's current price of $428.91, Sanchez Wealth Management Group's estimated gain on his IWF holdings is $29.16 Mil, reflecting a 108.55% gain to date.

Sanchez Wealth Management Group IWF ($428.91) Holding Chart

Sanchez Wealth Management Group IWF ($428.91) 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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