Widmann Financial Services, Inc. IWF Holdings History
Widmann Financial Services, Inc.'s iShares Russell 1000 Growth ETF Holding Summary
As of 2025-03-31, Widmann Financial Services, Inc. held 12,873.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $4.65 Mil. This investment constitutes 3.61% of their stock portfolio, and Widmann Financial Services, Inc. now holds 0% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2021Q4. And since then Widmann Financial Services, Inc. has made 6 purchases of IWF, at an average price of $289.30, for a total of 15,266.00 shares. In addition, there have been 7 sales at an average price of $314.87 for 2,393.00 shares. Based on historical transaction data and IWF's current price of $428.83, Widmann Financial Services, Inc.'s estimated gain on his IWF holdings is $1.86 Mil, reflecting a 42.05% gain to date.
Widmann Financial Services, Inc. IWF ($428.83) Holding Chart
Widmann Financial Services, Inc. IWF ($428.83) 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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