Stone Asset Management Inc. IWO Holdings History
Stone Asset Management Inc.'s iShares Russell 2000 Growth ETF Holding Summary
As of 2023-03-31, Stone Asset Management Inc. held 33,047.00 shares of iShares Russell 2000 Growth ETF(IWO), totaling $7.50 Mil. This investment constitutes 11.98% of their stock portfolio, and Stone Asset Management Inc. now holds 0.08% of the outstanding iShares Russell 2000 Growth ETF(IWO) stock.
The initial trade took place in 2021Q4. And since then Stone Asset Management Inc. has made 3 purchases of IWO, at an average price of $281.53, for a total of 79,089.00 shares. In addition, there have been 2 sales at an average price of $229.78 for 46,042.00 shares. Based on historical transaction data and IWO's current price of $288.53, Stone Asset Management Inc.'s estimated gain on his IWO holdings is $-2.15 Mil, reflecting a -9.66% gain to date.
Stone Asset Management Inc. IWO ($288.53) Holding Chart
Stone Asset Management Inc. IWO ($288.53) 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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