SONATA CAPITAL GROUP INC IWN Holdings History
SONATA CAPITAL GROUP INC's iShares Russell 2000 Value ETF Holding Summary
As of 2025-03-31, SONATA CAPITAL GROUP INC held 64,423.00 shares of iShares Russell 2000 Value ETF(IWN), totaling $9.73 Mil. This investment constitutes 4.24% of their stock portfolio, and SONATA CAPITAL GROUP INC now holds 0.09% of the outstanding iShares Russell 2000 Value ETF(IWN) stock.
The initial trade took place in 2014Q4. And since then SONATA CAPITAL GROUP INC has made 9 purchases of IWN, at an average price of $109.38, for a total of 146,586.00 shares. In addition, there have been 22 sales at an average price of $132.65 for 82,163.00 shares. Based on historical transaction data and IWN's current price of $163.75, SONATA CAPITAL GROUP INC's estimated gain on his IWN holdings is $5.41 Mil, reflecting a 33.77% gain to date.
SONATA CAPITAL GROUP INC IWN ($163.75) Holding Chart
SONATA CAPITAL GROUP INC IWN ($163.75) 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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