Stonebridge Financial Planning Group, LLC IWF Holdings History
Stonebridge Financial Planning Group, LLC's iShares Russell 1000 Growth ETF Holding Summary
As of 2025-03-31, Stonebridge Financial Planning Group, LLC held 9,484.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $3.42 Mil. This investment constitutes 1.56% of their stock portfolio, and Stonebridge Financial Planning Group, LLC now holds 0% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2019Q4. And since then Stonebridge Financial Planning Group, LLC has made 7 purchases of IWF, at an average price of $219.88, for a total of 15,335.00 shares. In addition, there have been 14 sales at an average price of $242.28 for 5,851.00 shares. Based on historical transaction data and IWF's current price of $421.70, Stonebridge Financial Planning Group, LLC's estimated gain on his IWF holdings is $2.05 Mil, reflecting a 60.65% gain to date.
Stonebridge Financial Planning Group, LLC IWF ($421.70) Holding Chart
Stonebridge Financial Planning Group, 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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