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
$1.72 Mil
% of Total Estimate Gain
10.76%
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 $435.83, Sylvest Advisors, LLC's estimated gain on his IWF holdings is $1.72 Mil, reflecting a 10.76% gain to date.
Sylvest Advisors, LLC IWF ($435.83) Holding Chart
Sylvest Advisors, LLC IWF ($435.83) 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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