WETZEL INVESTMENT ADVISORS, INC. IWF Holdings History
WETZEL INVESTMENT ADVISORS, INC.'s iShares Russell 1000 Growth ETF Holding Summary
As of 2025-06-30, WETZEL INVESTMENT ADVISORS, INC. held 55,718.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $23.66 Mil. This investment constitutes 10.82% of their stock portfolio, and WETZEL INVESTMENT ADVISORS, INC. now holds 0.02% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2023Q4. And since then WETZEL INVESTMENT ADVISORS, INC. has made 6 purchases of IWF, at an average price of $337.86, for a total of 55,718.00 shares. Based on historical transaction data and IWF's current price of $434.26, WETZEL INVESTMENT ADVISORS, INC.'s estimated gain on his IWF holdings is $5.37 Mil, reflecting a 28.53% gain to date.
WETZEL INVESTMENT ADVISORS, INC. IWF ($434.26) Holding Chart
WETZEL INVESTMENT ADVISORS, INC. 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 % | |||
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