Number of Shares
8,280.00
Current Holdings Value*
$1.31 Mil
% of Portfolio
1.25%
Total Estimate Gain
$192,244.73
% of Total Estimate Gain
13.45%

LUTS & GREENLEIGH GROUP, INC's iShares Russell 2000 Value ETF Holding Summary

As of 2025-06-30, LUTS & GREENLEIGH GROUP, INC held 8,280.00 shares of iShares Russell 2000 Value ETF(IWN), totaling $1.31 Mil. This investment constitutes 1.25% of their stock portfolio, and LUTS & GREENLEIGH GROUP, INC now holds 0.01% of the outstanding iShares Russell 2000 Value ETF(IWN) stock.

The initial trade took place in 2022Q4. And since then LUTS & GREENLEIGH GROUP, INC has made 5 purchases of IWN, at an average price of $140.97, for a total of 10,137.00 shares. In addition, there have been 4 sales at an average price of $144.74 for 1,857.00 shares. Based on historical transaction data and IWN's current price of $163.34, LUTS & GREENLEIGH GROUP, INC's estimated gain on his IWN holdings is $192,244.73, reflecting a 13.45% gain to date.

LUTS & GREENLEIGH GROUP, INC IWN ($163.34) Holding Chart

LUTS & GREENLEIGH GROUP, INC 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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