Viewpoint Capital Management LLC IWN Holdings History
Viewpoint Capital Management LLC's iShares Russell 2000 Value ETF Holding Summary
As of 2025-03-31, Viewpoint Capital Management LLC held 45,567.00 shares of iShares Russell 2000 Value ETF(IWN), totaling $6.88 Mil. This investment constitutes 3.7% of their stock portfolio, and Viewpoint Capital Management LLC now holds 0.06% of the outstanding iShares Russell 2000 Value ETF(IWN) stock.
The initial trade took place in 2021Q4. And since then Viewpoint Capital Management LLC has made 12 purchases of IWN, at an average price of $154.74, for a total of 51,042.00 shares. In addition, there have been 1 sales at an average price of $143.62 for 5,475.00 shares. Based on historical transaction data and IWN's current price of $157.81, Viewpoint Capital Management LLC's estimated gain on his IWN holdings is $79,106.77, reflecting a 1.00% gain to date.
Viewpoint Capital Management LLC IWN ($157.81) Holding Chart
Viewpoint Capital Management LLC IWN ($157.81) 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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