DERBY & COMPANY, INC IWN Holdings History
Number of Shares
99,642.00
Current Holdings Value*
$15.97 Mil
% of Portfolio
3.22%
Total Estimate Gain
$5.76 Mil
% of Total Estimate Gain
53.90%
DERBY & COMPANY, INC's iShares Russell 2000 Value ETF Holding Summary
As of 2021-09-30, DERBY & COMPANY, INC held 99,642.00 shares of iShares Russell 2000 Value ETF(IWN), totaling $15.97 Mil. This investment constitutes 3.22% of their stock portfolio, and DERBY & COMPANY, INC now holds 0.11% of the outstanding iShares Russell 2000 Value ETF(IWN) stock.
The initial trade took place in 2020Q3. And since then DERBY & COMPANY, INC has made 5 purchases of IWN, at an average price of $107.21, for a total of 99,642.00 shares. Based on historical transaction data and IWN's current price of $164.99, DERBY & COMPANY, INC's estimated gain on his IWN holdings is $5.76 Mil, reflecting a 53.90% gain to date.
DERBY & COMPANY, INC IWN ($164.99) Holding Chart
DERBY & COMPANY, INC IWN ($164.99) 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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