Waterway Wealth Management, LLC IWF Holdings History
Waterway Wealth Management, LLC's iShares Russell 1000 Growth ETF Holding Summary
As of 2025-03-31, Waterway Wealth Management, LLC held 20,505.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $7.40 Mil. This investment constitutes 3.09% of their stock portfolio, and Waterway Wealth Management, LLC now holds 0.01% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2023Q4. And since then Waterway Wealth Management, LLC has made 2 purchases of IWF, at an average price of $329.44, for a total of 26,783.00 shares. In addition, there have been 3 sales at an average price of $338.24 for 6,278.00 shares. Based on historical transaction data and IWF's current price of $437.85, Waterway Wealth Management, LLC's estimated gain on his IWF holdings is $2.28 Mil, reflecting a 25.82% gain to date.
Waterway Wealth Management, LLC IWF ($437.85) Holding Chart
Waterway Wealth Management, LLC IWF ($437.85) 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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