TELEMUS CAPITAL, LLC IWF Holdings History

Number of Shares
155,404.00
Current Holdings Value*
$47.11 Mil
% of Portfolio
3.91%
Total Estimate Gain
$39.06 Mil
% of Total Estimate Gain
101.95%

TELEMUS CAPITAL, LLC's iShares Russell 1000 Growth ETF Holding Summary

As of 2023-12-31, TELEMUS CAPITAL, LLC held 155,404.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $47.11 Mil. This investment constitutes 3.91% of their stock portfolio, and TELEMUS CAPITAL, LLC now holds 0.06% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.

The initial trade took place in 2014Q1. And since then TELEMUS CAPITAL, LLC has made 16 purchases of IWF, at an average price of $173.36, for a total of 220,976.00 shares. In addition, there have been 16 sales at an average price of $172.76 for 65,572.00 shares. Based on historical transaction data and IWF's current price of $424.93, TELEMUS CAPITAL, LLC's estimated gain on his IWF holdings is $39.06 Mil, reflecting a 101.95% gain to date.

TELEMUS CAPITAL, LLC IWF ($424.93) Holding Chart

TELEMUS CAPITAL, LLC IWF ($424.93) 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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