Stone Asset Management Inc. IWF Holdings History
Stone Asset Management Inc.'s iShares Russell 1000 Growth ETF Holding Summary
As of 2023-03-31, Stone Asset Management Inc. held 19,435.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $4.75 Mil. This investment constitutes 7.59% of their stock portfolio, and Stone Asset Management Inc. now holds 0.01% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2021Q4. And since then Stone Asset Management Inc. has made 4 purchases of IWF, at an average price of $284.80, for a total of 76,054.00 shares. In addition, there have been 1 sales at an average price of $229.99 for 56,619.00 shares. Based on historical transaction data and IWF's current price of $435.59, Stone Asset Management Inc.'s estimated gain on his IWF holdings is $-172,767.99, reflecting a -0.80% gain to date.
Stone Asset Management Inc. IWF ($435.59) Holding Chart
Stone Asset Management Inc. IWF ($435.59) 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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