Schneider Downs Wealth Management Advisors, LP IWF Holdings History
Schneider Downs Wealth Management Advisors, LP's iShares Russell 1000 Growth ETF Holding Summary
As of 2025-03-31, Schneider Downs Wealth Management Advisors, LP held 42,675.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $15.41 Mil. This investment constitutes 2.79% of their stock portfolio, and Schneider Downs Wealth Management Advisors, LP now holds 0.02% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2018Q2. And since then Schneider Downs Wealth Management Advisors, LP has made 9 purchases of IWF, at an average price of $177.44, for a total of 80,866.00 shares. In addition, there have been 19 sales at an average price of $213.29 for 38,191.00 shares. Based on historical transaction data and IWF's current price of $428.83, Schneider Downs Wealth Management Advisors, LP's estimated gain on his IWF holdings is $12.10 Mil, reflecting a 84.30% gain to date.
Schneider Downs Wealth Management Advisors, LP IWF ($428.83) Holding Chart
Schneider Downs Wealth Management Advisors, LP IWF ($428.83) 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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