Number of Shares
5,451.00
Current Holdings Value*
$823,050.00
% of Portfolio
0.05%
Total Estimate Gain
$18.06 Mil
% of Total Estimate Gain
22.71%

Arax Advisory Partners's iShares Russell 2000 Value ETF Holding Summary

As of 2025-03-31, Arax Advisory Partners held 5,451.00 shares of iShares Russell 2000 Value ETF(IWN), totaling $823,050.00. This investment constitutes 0.05% of their stock portfolio, and Arax Advisory Partners now holds 0.01% of the outstanding iShares Russell 2000 Value ETF(IWN) stock.

The initial trade took place in 2018Q2. And since then Arax Advisory Partners has made 11 purchases of IWN, at an average price of $128.19, for a total of 620,298.00 shares. In addition, there have been 15 sales at an average price of $157.21 for 614,847.00 shares. Based on historical transaction data and IWN's current price of $167.78, Arax Advisory Partners's estimated gain on his IWN holdings is $18.06 Mil, reflecting a 22.71% gain to date.

Arax Advisory Partners IWN ($167.78) Holding Chart

Arax Advisory Partners IWN ($167.78) 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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