Team Hewins, LLC IWO Holdings History

Number of Shares
25,907.00
Current Holdings Value*
$6.62 Mil
% of Portfolio
2.57%
Total Estimate Gain
$1.87 Mil
% of Total Estimate Gain
30.04%

Team Hewins, LLC's iShares Russell 2000 Growth ETF Holding Summary

As of 2025-03-31, Team Hewins, LLC held 25,907.00 shares of iShares Russell 2000 Growth ETF(IWO), totaling $6.62 Mil. This investment constitutes 2.57% of their stock portfolio, and Team Hewins, LLC now holds 0.06% of the outstanding iShares Russell 2000 Growth ETF(IWO) stock.

The initial trade took place in 2022Q4. And since then Team Hewins, LLC has made 4 purchases of IWO, at an average price of $226.03, for a total of 27,545.00 shares. In addition, there have been 5 sales at an average price of $258.56 for 1,638.00 shares. Based on historical transaction data and IWO's current price of $296.16, Team Hewins, LLC's estimated gain on his IWO holdings is $1.87 Mil, reflecting a 30.04% gain to date.

Team Hewins, LLC IWO ($296.16) Holding Chart

Team Hewins, LLC IWO ($296.16) 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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