Leeward Investments, LLC - MA IWN Holdings History
Leeward Investments, LLC - MA's iShares Russell 2000 Value ETF Holding Summary
As of 2025-03-31, Leeward Investments, LLC - MA held 136,147.00 shares of iShares Russell 2000 Value ETF(IWN), totaling $20.56 Mil. This investment constitutes 1.09% of their stock portfolio, and Leeward Investments, LLC - MA now holds 0.19% of the outstanding iShares Russell 2000 Value ETF(IWN) stock.
The initial trade took place in 2022Q1. And since then Leeward Investments, LLC - MA has made 7 purchases of IWN, at an average price of $147.34, for a total of 438,681.00 shares. In addition, there have been 5 sales at an average price of $147.35 for 302,534.00 shares. Based on historical transaction data and IWN's current price of $167.78, Leeward Investments, LLC - MA's estimated gain on his IWN holdings is $2.79 Mil, reflecting a 4.31% gain to date.
Leeward Investments, LLC - MA IWN ($167.78) Holding Chart
Leeward Investments, LLC - MA IWN ($167.78) 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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