Number of Shares
17,337.00
Current Holdings Value*
$2.77 Mil
% of Portfolio
2.2%
Total Estimate Gain
$5.02 Mil
% of Total Estimate Gain
113.50%

Wealth & Pension Services Group, Inc.'s iShares Russell 1000 Growth ETF Holding Summary

As of 2019-09-30, Wealth & Pension Services Group, Inc. held 17,337.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $2.77 Mil. This investment constitutes 2.2% of their stock portfolio, and Wealth & Pension Services Group, Inc. now holds 0.01% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.

The initial trade took place in 2018Q2. And since then Wealth & Pension Services Group, Inc. has made 2 purchases of IWF, at an average price of $141.51, for a total of 31,251.00 shares. In addition, there have been 2 sales at an average price of $141.05 for 13,914.00 shares. Based on historical transaction data and IWF's current price of $431.38, Wealth & Pension Services Group, Inc.'s estimated gain on his IWF holdings is $5.02 Mil, reflecting a 113.50% gain to date.

Wealth & Pension Services Group, Inc. IWF ($431.38) Holding Chart

Wealth & Pension Services Group, Inc. IWF ($431.38) 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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