FSA Wealth Management LLC IWO Holdings History
FSA Wealth Management LLC's iShares Russell 2000 Growth ETF Holding Summary
As of 2025-03-31, FSA Wealth Management LLC held 35,044.00 shares of iShares Russell 2000 Growth ETF(IWO), totaling $8.95 Mil. This investment constitutes 3.8% of their stock portfolio, and FSA Wealth Management LLC now holds 0.08% of the outstanding iShares Russell 2000 Growth ETF(IWO) stock.
The initial trade took place in 2019Q4. And since then FSA Wealth Management LLC has made 13 purchases of IWO, at an average price of $216.94, for a total of 63,788.00 shares. In addition, there have been 6 sales at an average price of $249.95 for 28,744.00 shares. Based on historical transaction data and IWO's current price of $292.76, FSA Wealth Management LLC's estimated gain on his IWO holdings is $3.61 Mil, reflecting a 26.06% gain to date.
FSA Wealth Management LLC IWO ($292.76) Holding Chart
FSA Wealth Management LLC IWO ($292.76) 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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