BADGLEY PHELPS & BELL INC IWN Holdings History
BADGLEY PHELPS & BELL INC's iShares Russell 2000 Value ETF Holding Summary
As of 2021-06-30, BADGLEY PHELPS & BELL INC held 339,471.00 shares of iShares Russell 2000 Value ETF(IWN), totaling $56.27 Mil. This investment constitutes 2.09% of their stock portfolio, and BADGLEY PHELPS & BELL INC now holds 0.39% of the outstanding iShares Russell 2000 Value ETF(IWN) stock.
The initial trade took place in 2015Q3. And since then BADGLEY PHELPS & BELL INC has made 14 purchases of IWN, at an average price of $116.44, for a total of 473,233.00 shares. In addition, there have been 3 sales at an average price of $104.26 for 133,762.00 shares. Based on historical transaction data and IWN's current price of $164.33, BADGLEY PHELPS & BELL INC's estimated gain on his IWN holdings is $14.63 Mil, reflecting a 26.55% gain to date.
BADGLEY PHELPS & BELL INC IWN ($164.33) Holding Chart
BADGLEY PHELPS & BELL INC IWN ($164.33) 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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