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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