Number of Shares
22,318.00
Current Holdings Value*
$8.06 Mil
% of Portfolio
3.56%
Total Estimate Gain
$3.74 Mil
% of Total Estimate Gain
44.02%

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

As of 2025-03-31, TPG Financial Advisors, LLC held 22,318.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $8.06 Mil. This investment constitutes 3.56% of their stock portfolio, and TPG Financial Advisors, LLC now holds 0.01% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.

The initial trade took place in 2022Q3. And since then TPG Financial Advisors, LLC has made 6 purchases of IWF, at an average price of $281.44, for a total of 30,204.00 shares. In addition, there have been 4 sales at an average price of $323.47 for 7,886.00 shares. Based on historical transaction data and IWF's current price of $434.26, TPG Financial Advisors, LLC's estimated gain on his IWF holdings is $3.74 Mil, reflecting a 44.02% gain to date.

TPG Financial Advisors, LLC IWF ($434.26) Holding Chart

TPG Financial Advisors, 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 %

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