REILLY FINANCIAL ADVISORS, LLC IWO Holdings History
REILLY FINANCIAL ADVISORS, LLC's iShares Russell 2000 Growth ETF Holding Summary
As of 2021-12-31, REILLY FINANCIAL ADVISORS, LLC held 93,942.00 shares of iShares Russell 2000 Growth ETF(IWO), totaling $27.53 Mil. This investment constitutes 2.04% of their stock portfolio, and REILLY FINANCIAL ADVISORS, LLC now holds 0.23% of the outstanding iShares Russell 2000 Growth ETF(IWO) stock.
The initial trade took place in 2013Q4. And since then REILLY FINANCIAL ADVISORS, LLC has made 20 purchases of IWO, at an average price of $160.53, for a total of 123,706.00 shares. In addition, there have been 5 sales at an average price of $219.61 for 29,764.00 shares. Based on historical transaction data and IWO's current price of $292.76, REILLY FINANCIAL ADVISORS, LLC's estimated gain on his IWO holdings is $14.18 Mil, reflecting a 71.40% gain to date.
REILLY FINANCIAL ADVISORS, LLC IWO ($292.76) Holding Chart
REILLY FINANCIAL ADVISORS, LLC IWO ($292.76) 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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