William Howard & Co Financial Advisors Inc IWN Holdings History
William Howard & Co Financial Advisors Inc's iShares Russell 2000 Value ETF Holding Summary
As of 2025-06-30, William Howard & Co Financial Advisors Inc held 1,289.00 shares of iShares Russell 2000 Value ETF(IWN), totaling $203,350.00. This investment constitutes 0.18% of their stock portfolio, and William Howard & Co Financial Advisors Inc now holds 0% of the outstanding iShares Russell 2000 Value ETF(IWN) stock.
The initial trade took place in 2024Q1. And since then William Howard & Co Financial Advisors Inc has made 2 purchases of IWN, at an average price of $154.28, for a total of 3,867.00 shares. In addition, there have been 2 sales at an average price of $157.24 for 2,578.00 shares. Based on historical transaction data and IWN's current price of $164.96, William Howard & Co Financial Advisors Inc's estimated gain on his IWN holdings is $21,397.40, reflecting a 3.59% gain to date.
William Howard & Co Financial Advisors Inc IWN ($164.96) Holding Chart
William Howard & Co Financial Advisors Inc IWN ($164.96) 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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