SlateStone Wealth, LLC IWF Holdings History
SlateStone Wealth, LLC's iShares Russell 1000 Growth ETF Holding Summary
As of 2025-03-31, SlateStone Wealth, LLC held 57,028.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $20.59 Mil. This investment constitutes 2.07% of their stock portfolio, and SlateStone Wealth, LLC now holds 0.02% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2019Q1. And since then SlateStone Wealth, LLC has made 8 purchases of IWF, at an average price of $198.03, for a total of 88,138.00 shares. In addition, there have been 17 sales at an average price of $230.79 for 31,110.00 shares. Based on historical transaction data and IWF's current price of $421.70, SlateStone Wealth, LLC's estimated gain on his IWF holdings is $13.77 Mil, reflecting a 78.92% gain to date.
SlateStone Wealth, LLC IWF ($421.70) Holding Chart
SlateStone Wealth, LLC IWF ($421.70) 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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