Wellspring Financial Advisors, LLC IWF Holdings History
Wellspring Financial Advisors, LLC's iShares Russell 1000 Growth ETF Holding Summary
As of 2025-03-31, Wellspring Financial Advisors, LLC held 79,451.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $28.69 Mil. This investment constitutes 3.19% of their stock portfolio, and Wellspring Financial Advisors, LLC now holds 0.03% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2020Q1. And since then Wellspring Financial Advisors, LLC has made 3 purchases of IWF, at an average price of $199.72, for a total of 120,677.00 shares. In addition, there have been 17 sales at an average price of $260.54 for 41,226.00 shares. Based on historical transaction data and IWF's current price of $432.64, Wellspring Financial Advisors, LLC's estimated gain on his IWF holdings is $21.01 Mil, reflecting a 87.19% gain to date.
Wellspring Financial Advisors, LLC IWF ($432.64) Holding Chart
Wellspring Financial Advisors, LLC IWF ($432.64) 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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