REFRAME WEALTH, LLC IWN Holdings History
Number of Shares
83,623.00
Current Holdings Value*
$11.60 Mil
% of Portfolio
4.46%
Total Estimate Gain
$1.98 Mil
% of Total Estimate Gain
16.91%
REFRAME WEALTH, LLC's iShares Russell 2000 Value ETF Holding Summary
As of 2022-12-31, REFRAME WEALTH, LLC held 83,623.00 shares of iShares Russell 2000 Value ETF(IWN), totaling $11.60 Mil. This investment constitutes 4.46% of their stock portfolio, and REFRAME WEALTH, LLC now holds 0.1% of the outstanding iShares Russell 2000 Value ETF(IWN) stock.
The initial trade took place in 2022Q4. Based on historical transaction data and IWN's current price of $163.34, REFRAME WEALTH, LLC's estimated gain on his IWN holdings is $1.98 Mil, reflecting a 16.91% gain to date.
REFRAME WEALTH, LLC IWN ($163.34) Holding Chart
REFRAME WEALTH, LLC IWN ($163.34) 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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