Lighthouse Financial Advisors, Inc. IWP Holdings History
Lighthouse Financial Advisors, Inc.'s iShares Russell Mid-Cap Growth ETF Holding Summary
As of 2021-03-31, Lighthouse Financial Advisors, Inc. held 59,993.00 shares of iShares Russell Mid-Cap Growth ETF(IWP), totaling $6.12 Mil. This investment constitutes 1.86% of their stock portfolio, and Lighthouse Financial Advisors, Inc. now holds 0.04% of the outstanding iShares Russell Mid-Cap Growth ETF(IWP) stock.
The initial trade took place in 2019Q4. And since then Lighthouse Financial Advisors, Inc. has made 3 purchases of IWP, at an average price of $72.45, for a total of 63,402.00 shares. In addition, there have been 2 sales at an average price of $98.90 for 3,409.00 shares. Based on historical transaction data and IWP's current price of $141.36, Lighthouse Financial Advisors, Inc.'s estimated gain on his IWP holdings is $4.22 Mil, reflecting a 91.95% gain to date.
Lighthouse Financial Advisors, Inc. IWP ($141.36) Holding Chart
Lighthouse Financial Advisors, Inc. IWP ($141.36) 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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