Waldron Private Wealth LLC IWF Holdings History
Waldron Private Wealth LLC's iShares Russell 1000 Growth ETF Holding Summary
As of 2025-03-31, Waldron Private Wealth LLC held 590,658.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $213.28 Mil. This investment constitutes 10.07% of their stock portfolio, and Waldron Private Wealth LLC now holds 0.22% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2013Q4. And since then Waldron Private Wealth LLC has made 20 purchases of IWF, at an average price of $115.46, for a total of 1.10 Mil shares. In addition, there have been 16 sales at an average price of $206.67 for 511,385.00 shares. Based on historical transaction data and IWF's current price of $436.51, Waldron Private Wealth LLC's estimated gain on his IWF holdings is $236.27 Mil, reflecting a 185.68% gain to date.
Waldron Private Wealth LLC IWF ($436.51) Holding Chart
Waldron Private Wealth LLC IWF ($436.51) 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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