WILLNER & HELLER, LLC IWF Holdings History
WILLNER & HELLER, LLC's iShares Russell 1000 Growth ETF Holding Summary
As of 2025-03-31, WILLNER & HELLER, LLC held 10,594.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $3.83 Mil. This investment constitutes 3.54% of their stock portfolio, and WILLNER & HELLER, LLC now holds 0% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2021Q4. And since then WILLNER & HELLER, LLC has made 6 purchases of IWF, at an average price of $288.28, for a total of 11,400.00 shares. In addition, there have been 4 sales at an average price of $374.59 for 806.00 shares. Based on historical transaction data and IWF's current price of $435.40, WILLNER & HELLER, LLC's estimated gain on his IWF holdings is $1.63 Mil, reflecting a 49.54% gain to date.
WILLNER & HELLER, LLC IWF ($435.40) Holding Chart
WILLNER & HELLER, LLC IWF ($435.40) 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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