CJM Wealth Advisers, Ltd. IWF Holdings History
CJM Wealth Advisers, Ltd.'s iShares Russell 1000 Growth ETF Holding Summary
As of 2024-12-31, CJM Wealth Advisers, Ltd. held 17,618.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $7.07 Mil. This investment constitutes 2.38% of their stock portfolio, and CJM Wealth Advisers, Ltd. now holds 0.01% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2021Q4. And since then CJM Wealth Advisers, Ltd. has made 5 purchases of IWF, at an average price of $290.12, for a total of 37,811.00 shares. In addition, there have been 7 sales at an average price of $236.82 for 20,193.00 shares. Based on historical transaction data and IWF's current price of $402.05, CJM Wealth Advisers, Ltd.'s estimated gain on his IWF holdings is $895,823.84, reflecting a 8.17% gain to date.
CJM Wealth Advisers, Ltd. IWF ($402.05) Holding Chart
CJM Wealth Advisers, Ltd. IWF ($402.05) 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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