Ullmann Wealth Partners Group, LLC IWF Holdings History
Ullmann Wealth Partners Group, LLC's iShares Russell 1000 Growth ETF Holding Summary
As of 2025-06-30, Ullmann Wealth Partners Group, LLC held 76,674.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $32.55 Mil. This investment constitutes 3.85% of their stock portfolio, and Ullmann Wealth Partners Group, LLC now holds 0.03% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2018Q2. And since then Ullmann Wealth Partners Group, LLC has made 5 purchases of IWF, at an average price of $143.43, for a total of 116,584.00 shares. In addition, there have been 23 sales at an average price of $199.71 for 39,910.00 shares. Based on historical transaction data and IWF's current price of $431.77, Ullmann Wealth Partners Group, LLC's estimated gain on his IWF holdings is $24.35 Mil, reflecting a 145.65% gain to date.
Ullmann Wealth Partners Group, LLC IWF ($431.77) Holding Chart
Ullmann Wealth Partners Group, LLC IWF ($431.77) 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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