Sequent Asset Management, LLC IWO Holdings History
Sequent Asset Management, LLC's iShares Russell 2000 Growth ETF Holding Summary
As of 2025-03-31, Sequent Asset Management, LLC held 25,631.00 shares of iShares Russell 2000 Growth ETF(IWO), totaling $6.55 Mil. This investment constitutes 5.54% of their stock portfolio, and Sequent Asset Management, LLC now holds 0.06% of the outstanding iShares Russell 2000 Growth ETF(IWO) stock.
The initial trade took place in 2013Q4. And since then Sequent Asset Management, LLC has made 1 purchases of IWO, at an average price of $129.70, for a total of 25,801.00 shares. In addition, there have been 3 sales at an average price of $252.68 for 170.00 shares. Based on historical transaction data and IWO's current price of $288.65, Sequent Asset Management, LLC's estimated gain on his IWO holdings is $4.09 Mil, reflecting a 122.37% gain to date.
Sequent Asset Management, LLC IWO ($288.65) Holding Chart
Sequent Asset Management, LLC IWO ($288.65) 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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