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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