Schulz Wealth, LTD. IWF Holdings History
Number of Shares
1,024.00
Current Holdings Value*
$434,880.00
% of Portfolio
0.33%
Total Estimate Gain
$57,057.28
% of Total Estimate Gain
14.58%
Schulz Wealth, LTD.'s iShares Russell 1000 Growth ETF Holding Summary
As of 2025-06-30, Schulz Wealth, LTD. held 1,024.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $434,880.00. This investment constitutes 0.33% of their stock portfolio, and Schulz Wealth, LTD. now holds 0% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2025Q2. And since then Schulz Wealth, LTD. has made 1 purchases of IWF, at an average price of $382.13, for a total of 1,024.00 shares. Based on historical transaction data and IWF's current price of $437.85, Schulz Wealth, LTD.'s estimated gain on his IWF holdings is $57,057.28, reflecting a 14.58% gain to date.
Schulz Wealth, LTD. IWF ($437.85) Holding Chart
Schulz Wealth, LTD. IWF ($437.85) 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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