Paradigm Financial Advisors, LLC IWN Holdings History
Paradigm Financial Advisors, LLC's iShares Russell 2000 Value ETF Holding Summary
As of 2021-12-31, Paradigm Financial Advisors, LLC held 68,730.00 shares of iShares Russell 2000 Value ETF(IWN), totaling $11.41 Mil. This investment constitutes 2.56% of their stock portfolio, and Paradigm Financial Advisors, LLC now holds 0.08% of the outstanding iShares Russell 2000 Value ETF(IWN) stock.
The initial trade took place in 2014Q1. And since then Paradigm Financial Advisors, LLC has made 19 purchases of IWN, at an average price of $145.02, for a total of 86,783.00 shares. In addition, there have been 4 sales at an average price of $150.14 for 18,053.00 shares. Based on historical transaction data and IWN's current price of $164.95, Paradigm Financial Advisors, LLC's estimated gain on his IWN holdings is $1.46 Mil, reflecting a 11.62% gain to date.
Paradigm Financial Advisors, LLC IWN ($164.95) Holding Chart
Paradigm Financial Advisors, LLC IWN ($164.95) 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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