Erickson Financial Group, LLC IWO Holdings History
Erickson Financial Group, LLC's iShares Russell 2000 Growth ETF Holding Summary
As of 2025-03-31, Erickson Financial Group, LLC held 35,131.00 shares of iShares Russell 2000 Growth ETF(IWO), totaling $8.98 Mil. This investment constitutes 6.7% of their stock portfolio, and Erickson Financial Group, LLC now holds 0.08% of the outstanding iShares Russell 2000 Growth ETF(IWO) stock.
The initial trade took place in 2022Q1. And since then Erickson Financial Group, LLC has made 9 purchases of IWO, at an average price of $239.55, for a total of 36,641.00 shares. In addition, there have been 4 sales at an average price of $269.46 for 1,510.00 shares. Based on historical transaction data and IWO's current price of $287.06, Erickson Financial Group, LLC's estimated gain on his IWO holdings is $1.71 Mil, reflecting a 19.53% gain to date.
Erickson Financial Group, LLC IWO ($287.06) Holding Chart
Erickson Financial Group, LLC IWO ($287.06) 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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