LWM ADVISORS INC IWO Holdings History
LWM ADVISORS INC's iShares Russell 2000 Growth ETF Holding Summary
As of 2025-06-30, LWM ADVISORS INC held 21,860.00 shares of iShares Russell 2000 Growth ETF(IWO), totaling $6.25 Mil. This investment constitutes 6.01% of their stock portfolio, and LWM ADVISORS INC now holds 0.05% of the outstanding iShares Russell 2000 Growth ETF(IWO) stock.
The initial trade took place in 2024Q4. And since then LWM ADVISORS INC has made 1 purchases of IWO, at an average price of $296.02, for a total of 22,150.00 shares. In addition, there have been 1 sales at an average price of $263.09 for 290.00 shares. Based on historical transaction data and IWO's current price of $292.76, LWM ADVISORS INC's estimated gain on his IWO holdings is $-80,827.44, reflecting a -1.23% gain to date.
LWM ADVISORS INC IWO ($292.76) Holding Chart
LWM ADVISORS 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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