Number of Shares
2,478.00
Current Holdings Value*
$633,280.00
% of Portfolio
0.3%
Total Estimate Gain
$129,176.63
% of Total Estimate Gain
5.22%

Flagship Private Wealth, LLC's iShares Russell 2000 Growth ETF Holding Summary

As of 2025-03-31, Flagship Private Wealth, LLC held 2,478.00 shares of iShares Russell 2000 Growth ETF(IWO), totaling $633,280.00. This investment constitutes 0.3% of their stock portfolio, and Flagship Private Wealth, LLC now holds 0.01% of the outstanding iShares Russell 2000 Growth ETF(IWO) stock.

The initial trade took place in 2024Q1. And since then Flagship Private Wealth, LLC has made 4 purchases of IWO, at an average price of $270.76, for a total of 9,141.00 shares. In addition, there have been 1 sales at an average price of $282.23 for 6,663.00 shares. Based on historical transaction data and IWO's current price of $292.05, Flagship Private Wealth, LLC's estimated gain on his IWO holdings is $129,176.63, reflecting a 5.22% gain to date.

Flagship Private Wealth, LLC IWO ($292.05) Holding Chart

Flagship Private Wealth, LLC IWO ($292.05) 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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