Number of Shares
9,630.00
Current Holdings Value*
$1.99 Mil
% of Portfolio
2.15%
Total Estimate Gain
$-32,990.04
% of Total Estimate Gain
-0.37%

Spearhead Capital Advisors, LLC's iShares Russell 2000 Growth ETF Holding Summary

As of 2022-09-30, Spearhead Capital Advisors, LLC held 9,630.00 shares of iShares Russell 2000 Growth ETF(IWO), totaling $1.99 Mil. This investment constitutes 2.15% of their stock portfolio, and Spearhead Capital Advisors, LLC now holds 0.02% of the outstanding iShares Russell 2000 Growth ETF(IWO) stock.

The initial trade took place in 2020Q1. And since then Spearhead Capital Advisors, LLC has made 2 purchases of IWO, at an average price of $211.17, for a total of 42,582.00 shares. In addition, there have been 1 sales at an average price of $186.33 for 32,952.00 shares. Based on historical transaction data and IWO's current price of $292.76, Spearhead Capital Advisors, LLC's estimated gain on his IWO holdings is $-32,990.04, reflecting a -0.37% gain to date.

Spearhead Capital Advisors, LLC IWO ($292.76) Holding Chart

Spearhead Capital 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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