Tandem Financial, LLC IWF Holdings History

Number of Shares
18,970.00
Current Holdings Value*
$6.85 Mil
% of Portfolio
7.41%
Total Estimate Gain
$797,587.92
% of Total Estimate Gain
10.68%

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

As of 2025-03-31, Tandem Financial, LLC held 18,970.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $6.85 Mil. This investment constitutes 7.41% of their stock portfolio, and Tandem Financial, LLC now holds 0.01% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.

The initial trade took place in 2024Q4. And since then Tandem Financial, LLC has made 1 purchases of IWF, at an average price of $393.82, for a total of 18,970.00 shares. Based on historical transaction data and IWF's current price of $435.86, Tandem Financial, LLC's estimated gain on his IWF holdings is $797,587.92, reflecting a 10.68% gain to date.

Tandem Financial, LLC IWF ($435.86) Holding Chart

Tandem Financial, LLC IWF ($435.86) 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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