LWM ADVISORS INC IWN Holdings History
LWM ADVISORS INC's iShares Russell 2000 Value ETF Holding Summary
As of 2025-06-30, LWM ADVISORS INC held 36,227.00 shares of iShares Russell 2000 Value ETF(IWN), totaling $5.72 Mil. This investment constitutes 5.5% of their stock portfolio, and LWM ADVISORS INC now holds 0.05% of the outstanding iShares Russell 2000 Value ETF(IWN) stock.
The initial trade took place in 2024Q4. And since then LWM ADVISORS INC has made 1 purchases of IWN, at an average price of $170.65, for a total of 36,609.00 shares. In addition, there have been 1 sales at an average price of $148.94 for 382.00 shares. Based on historical transaction data and IWN's current price of $163.13, LWM ADVISORS INC's estimated gain on his IWN holdings is $-280,782.65, reflecting a -4.49% gain to date.
LWM ADVISORS INC IWN ($163.13) Holding Chart
LWM ADVISORS INC IWN ($163.13) 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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