Strategic Wealth Management Group, LLC IWF Holdings History
Strategic Wealth Management Group, LLC's iShares Russell 1000 Growth ETF Holding Summary
As of 2021-06-30, Strategic Wealth Management Group, LLC held 49,986.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $13.57 Mil. This investment constitutes 4.96% of their stock portfolio, and Strategic Wealth Management Group, LLC now holds 0.02% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2018Q4. And since then Strategic Wealth Management Group, LLC has made 4 purchases of IWF, at an average price of $143.79, for a total of 60,412.00 shares. In addition, there have been 6 sales at an average price of $205.96 for 10,426.00 shares. Based on historical transaction data and IWF's current price of $434.26, Strategic Wealth Management Group, LLC's estimated gain on his IWF holdings is $15.17 Mil, reflecting a 174.61% gain to date.
Strategic Wealth Management Group, LLC IWF ($434.26) Holding Chart
Strategic Wealth Management Group, LLC 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
