Strategic Wealth Partners Group, LLC IWF Holdings History
Strategic Wealth Partners Group, LLC's iShares Russell 1000 Growth ETF Holding Summary
As of 2024-03-31, Strategic Wealth Partners Group, LLC held 501,970.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $169.19 Mil. This investment constitutes 18.67% of their stock portfolio, and Strategic Wealth Partners Group, LLC now holds -% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2018Q2. And since then Strategic Wealth Partners Group, LLC has made 14 purchases of IWF, at an average price of $159.29, for a total of 562,530.00 shares. In addition, there have been 9 sales at an average price of $210.01 for 60,560.00 shares. Based on historical transaction data and IWF's current price of $436.59, Strategic Wealth Partners Group, LLC's estimated gain on his IWF holdings is $142.27 Mil, reflecting a 158.77% gain to date.
Strategic Wealth Partners Group, LLC IWF ($436.59) Holding Chart
Strategic Wealth Partners Group, LLC IWF ($436.59) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
