Number of Shares
7,088.00
Current Holdings Value*
$2.03 Mil
% of Portfolio
1.94%
Total Estimate Gain
$478,130.64
% of Total Estimate Gain
22.71%

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

As of 2025-06-30, LUTS & GREENLEIGH GROUP, INC held 7,088.00 shares of iShares Russell 2000 Growth ETF(IWO), totaling $2.03 Mil. This investment constitutes 1.94% of their stock portfolio, and LUTS & GREENLEIGH GROUP, INC now holds 0.02% of the outstanding iShares Russell 2000 Growth ETF(IWO) stock.

The initial trade took place in 2022Q4. And since then LUTS & GREENLEIGH GROUP, INC has made 6 purchases of IWO, at an average price of $229.13, for a total of 9,189.00 shares. In addition, there have been 3 sales at an average price of $242.04 for 2,101.00 shares. Based on historical transaction data and IWO's current price of $292.76, LUTS & GREENLEIGH GROUP, INC's estimated gain on his IWO holdings is $478,130.64, reflecting a 22.71% gain to date.

LUTS & GREENLEIGH GROUP, INC IWO ($292.76) Holding Chart

LUTS & GREENLEIGH GROUP, INC IWO ($292.76) 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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