Ken Stern & Associates, Inc. IWO Holdings History
Ken Stern & Associates, Inc.'s iShares Russell 2000 Growth ETF Holding Summary
As of 2018-09-30, Ken Stern & Associates, Inc. held 61,198.00 shares of iShares Russell 2000 Growth ETF(IWO), totaling $13.16 Mil. This investment constitutes 6.06% of their stock portfolio, and Ken Stern & Associates, Inc. now holds 0.15% of the outstanding iShares Russell 2000 Growth ETF(IWO) stock.
The initial trade took place in 2018Q2. In addition, there have been 2 sales at an average price of $213.20 for 529.00 shares. Based on historical transaction data and IWO's current price of $291.02, Ken Stern & Associates, Inc.'s estimated gain on his IWO holdings is $5.57 Mil, reflecting a 45.13% gain to date.
Ken Stern & Associates, Inc. IWO ($291.02) Holding Chart
Ken Stern & Associates, Inc. IWO ($291.02) 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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