APPLETON GROUP, LLC IWN Holdings History
APPLETON GROUP, LLC's iShares Russell 2000 Value ETF Holding Summary
As of 2023-09-30, APPLETON GROUP, LLC held 4,839.00 shares of iShares Russell 2000 Value ETF(IWN), totaling $655,930.00. This investment constitutes 2.29% of their stock portfolio, and APPLETON GROUP, LLC now holds 0.01% of the outstanding iShares Russell 2000 Value ETF(IWN) stock.
The initial trade took place in 2013Q4. And since then APPLETON GROUP, LLC has made 16 purchases of IWN, at an average price of $98.10, for a total of 64,283.00 shares. In addition, there have been 10 sales at an average price of $107.93 for 59,444.00 shares. Based on historical transaction data and IWN's current price of $164.95, APPLETON GROUP, LLC's estimated gain on his IWN holdings is $907,678.25, reflecting a 14.39% gain to date.
APPLETON GROUP, LLC IWN ($164.95) Holding Chart
APPLETON GROUP, LLC IWN ($164.95) 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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