PRIMORIS WEALTH ADVISORS, LLC IWO Holdings History
PRIMORIS WEALTH ADVISORS, LLC's iShares Russell 2000 Growth ETF Holding Summary
As of 2025-03-31, PRIMORIS WEALTH ADVISORS, LLC held 21,298.00 shares of iShares Russell 2000 Growth ETF(IWO), totaling $5.44 Mil. This investment constitutes 4.21% of their stock portfolio, and PRIMORIS WEALTH ADVISORS, LLC now holds 0.05% of the outstanding iShares Russell 2000 Growth ETF(IWO) stock.
The initial trade took place in 2024Q1. And since then PRIMORIS WEALTH ADVISORS, LLC has made 2 purchases of IWO, at an average price of $276.17, for a total of 31,754.00 shares. In addition, there have been 3 sales at an average price of $260.69 for 10,456.00 shares. Based on historical transaction data and IWO's current price of $292.54, PRIMORIS WEALTH ADVISORS, LLC's estimated gain on his IWO holdings is $186,887.81, reflecting a 2.13% gain to date.
PRIMORIS WEALTH ADVISORS, LLC IWO ($292.54) Holding Chart
PRIMORIS WEALTH ADVISORS, LLC IWO ($292.54) 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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