Topsail Wealth Management, LLC IWF Holdings History
Number of Shares
2,486.00
Current Holdings Value*
$897,670.00
% of Portfolio
0.18%
Total Estimate Gain
$107,745.30
% of Total Estimate Gain
10.99%
Topsail Wealth Management, LLC's iShares Russell 1000 Growth ETF Holding Summary
As of 2025-03-31, Topsail Wealth Management, LLC held 2,486.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $897,670.00. This investment constitutes 0.18% of their stock portfolio, and Topsail Wealth Management, LLC now holds 0% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2024Q4. And since then Topsail Wealth Management, LLC has made 1 purchases of IWF, at an average price of $394.51, for a total of 2,486.00 shares. Based on historical transaction data and IWF's current price of $437.85, Topsail Wealth Management, LLC's estimated gain on his IWF holdings is $107,745.30, reflecting a 10.99% gain to date.
Topsail Wealth Management, LLC IWF ($437.85) Holding Chart
Topsail Wealth Management, LLC IWF ($437.85) 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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