Sylvest Advisors, LLC IWF Holdings History

Number of Shares
40,529.00
Current Holdings Value*
$17.21 Mil
% of Portfolio
9.91%
Total Estimate Gain
$1.59 Mil
% of Total Estimate Gain
9.94%

Sylvest Advisors, LLC's iShares Russell 1000 Growth ETF Holding Summary

As of 2025-06-30, Sylvest Advisors, LLC held 40,529.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $17.21 Mil. This investment constitutes 9.91% of their stock portfolio, and Sylvest Advisors, LLC now holds 0.02% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.

The initial trade took place in 2024Q4. And since then Sylvest Advisors, LLC has made 2 purchases of IWF, at an average price of $393.51, for a total of 40,529.00 shares. Based on historical transaction data and IWF's current price of $432.64, Sylvest Advisors, LLC's estimated gain on his IWF holdings is $1.59 Mil, reflecting a 9.94% gain to date.

Sylvest Advisors, LLC IWF ($432.64) Holding Chart

Sylvest Advisors, LLC IWF ($432.64) 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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