Elite Financial, Inc. IWN Holdings History
Number of Shares
99,908.00
Current Holdings Value*
$15.08 Mil
% of Portfolio
7.97%
Total Estimate Gain
$341,685.36
% of Total Estimate Gain
2.12%
Elite Financial, Inc.'s iShares Russell 2000 Value ETF Holding Summary
As of 2025-03-31, Elite Financial, Inc. held 99,908.00 shares of iShares Russell 2000 Value ETF(IWN), totaling $15.08 Mil. This investment constitutes 7.97% of their stock portfolio, and Elite Financial, Inc. now holds 0.14% of the outstanding iShares Russell 2000 Value ETF(IWN) stock.
The initial trade took place in 2025Q1. And since then Elite Financial, Inc. has made 1 purchases of IWN, at an average price of $161.54, for a total of 99,908.00 shares. Based on historical transaction data and IWN's current price of $164.96, Elite Financial, Inc.'s estimated gain on his IWN holdings is $341,685.36, reflecting a 2.12% gain to date.
Elite Financial, Inc. IWN ($164.96) Holding Chart
Elite Financial, Inc. IWN ($164.96) 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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