Number of Shares
42,675.00
Current Holdings Value*
$15.41 Mil
% of Portfolio
2.79%
Total Estimate Gain
$12.10 Mil
% of Total Estimate Gain
84.30%

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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