Dynamic Financial Group IWF Holdings History
Number of Shares
14,067.00
Current Holdings Value*
$5.65 Mil
% of Portfolio
5.74%
Total Estimate Gain
$-408,224.34
% of Total Estimate Gain
-7.37%
Dynamic Financial Group's iShares Russell 1000 Growth ETF Holding Summary
As of 2024-12-31, Dynamic Financial Group held 14,067.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $5.65 Mil. This investment constitutes 5.74% of their stock portfolio, and Dynamic Financial Group now holds 0.01% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2024Q4. Based on historical transaction data and IWF's current price of $364.78, Dynamic Financial Group's estimated gain on his IWF holdings is $-408,224.34, reflecting a -7.37% gain to date.
Dynamic Financial Group IWF ($364.78) Holding Chart
Dynamic Financial Group IWF ($364.78) 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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