FSA Wealth Management LLC IWN Holdings History
FSA Wealth Management LLC's iShares Russell 2000 Value ETF Holding Summary
As of 2025-03-31, FSA Wealth Management LLC held 59,403.00 shares of iShares Russell 2000 Value ETF(IWN), totaling $8.97 Mil. This investment constitutes 3.81% of their stock portfolio, and FSA Wealth Management LLC now holds 0.08% of the outstanding iShares Russell 2000 Value ETF(IWN) stock.
The initial trade took place in 2019Q4. And since then FSA Wealth Management LLC has made 14 purchases of IWN, at an average price of $129.57, for a total of 115,953.00 shares. In addition, there have been 5 sales at an average price of $149.99 for 56,550.00 shares. Based on historical transaction data and IWN's current price of $163.34, FSA Wealth Management LLC's estimated gain on his IWN holdings is $3.16 Mil, reflecting a 21.03% gain to date.
FSA Wealth Management LLC IWN ($163.34) Holding Chart
FSA Wealth Management LLC IWN ($163.34) 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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