Southern Wealth Management, LLP IWF Holdings History
Southern Wealth Management, LLP's iShares Russell 1000 Growth ETF Holding Summary
As of 2023-03-31, Southern Wealth Management, LLP held 69,719.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $17.03 Mil. This investment constitutes 6.61% of their stock portfolio, and Southern Wealth Management, LLP now holds 0.03% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2019Q4. And since then Southern Wealth Management, LLP has made 6 purchases of IWF, at an average price of $219.67, for a total of 79,142.00 shares. In addition, there have been 6 sales at an average price of $246.10 for 9,423.00 shares. Based on historical transaction data and IWF's current price of $434.26, Southern Wealth Management, LLP's estimated gain on his IWF holdings is $15.21 Mil, reflecting a 87.49% gain to date.
Southern Wealth Management, LLP IWF ($434.26) Holding Chart
Southern Wealth Management, LLP IWF ($434.26) 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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