Total Wealth Planning, LLC IWF Holdings History
Total Wealth Planning, LLC's iShares Russell 1000 Growth ETF Holding Summary
As of 2025-06-30, Total Wealth Planning, LLC held 27,951.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $11.87 Mil. This investment constitutes 1.5% of their stock portfolio, and Total Wealth Planning, LLC now holds 0.01% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2018Q4. And since then Total Wealth Planning, LLC has made 4 purchases of IWF, at an average price of $312.19, for a total of 34,283.00 shares. In addition, there have been 19 sales at an average price of $285.78 for 6,332.00 shares. Based on historical transaction data and IWF's current price of $434.26, Total Wealth Planning, LLC's estimated gain on his IWF holdings is $3.24 Mil, reflecting a 30.32% gain to date.
Total Wealth Planning, LLC IWF ($434.26) Holding Chart
Total Wealth Planning, 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
