John Rogers IWN Holdings History

Number of Shares
40,617.00
Current Holdings Value*
$6.13 Mil
% of Portfolio
0.07%
Total Estimate Gain
$6.59 Mil
% of Total Estimate Gain
7.10%

John Rogers's iShares Russell 2000 Value ETF Holding Summary

As of 2025-03-31, Ariel Investment, LLC held 40,617.00 shares of iShares Russell 2000 Value ETF(IWN), totaling $6.13 Mil. This investment constitutes 0.07% of their stock portfolio, and Ariel Investment, LLC now holds 0.06% of the outstanding iShares Russell 2000 Value ETF(IWN) stock.

The initial trade took place in 2009Q1. And since then John Rogers has made 19 purchases of IWN, at an average price of $119.41, for a total of 776,572.00 shares. In addition, there have been 18 sales at an average price of $126.24 for 735,955.00 shares. Based on historical transaction data and IWN's current price of $157.69, John Rogers's estimated gain on his IWN holdings is $6.59 Mil, reflecting a 7.10% gain to date.

John Rogers IWN ($157.69) Holding Chart

John Rogers IWN ($157.69) 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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