Ground Swell Capital, LLC IWN Holdings History
Ground Swell Capital, LLC's iShares Russell 2000 Value ETF Holding Summary
As of 2025-03-31, Ground Swell Capital, LLC held 4,560.00 shares of iShares Russell 2000 Value ETF(IWN), totaling $688,470.00. This investment constitutes 1.48% of their stock portfolio, and Ground Swell Capital, LLC now holds 0.01% of the outstanding iShares Russell 2000 Value ETF(IWN) stock.
The initial trade took place in 2020Q4. And since then Ground Swell Capital, LLC has made 3 purchases of IWN, at an average price of $157.62, for a total of 17,873.00 shares. In addition, there have been 3 sales at an average price of $156.50 for 13,313.00 shares. Based on historical transaction data and IWN's current price of $165.46, Ground Swell Capital, LLC's estimated gain on his IWN holdings is $20,736.94, reflecting a 0.74% gain to date.
Ground Swell Capital, LLC IWN ($165.46) Holding Chart
Ground Swell Capital, LLC IWN ($165.46) 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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