Number of Shares
3,014.00
Current Holdings Value*
$770,070.00
% of Portfolio
0.05%
Total Estimate Gain
$14.42 Mil
% of Total Estimate Gain
17.00%

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

As of 2025-03-31, Arax Advisory Partners held 3,014.00 shares of iShares Russell 2000 Growth ETF(IWO), totaling $770,070.00. This investment constitutes 0.05% of their stock portfolio, and Arax Advisory Partners now holds 0.01% of the outstanding iShares Russell 2000 Growth ETF(IWO) stock.

The initial trade took place in 2018Q2. And since then Arax Advisory Partners has made 11 purchases of IWO, at an average price of $227.26, for a total of 373,211.00 shares. In addition, there have been 12 sales at an average price of $265.67 for 370,197.00 shares. Based on historical transaction data and IWO's current price of $294.01, Arax Advisory Partners's estimated gain on his IWO holdings is $14.42 Mil, reflecting a 17.00% gain to date.

Arax Advisory Partners IWO ($294.01) Holding Chart

Arax Advisory Partners IWO ($294.01) 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 %

Top Ranked Articles

  • 1