Windsor Wealth Management, Inc. IWN Holdings History
Windsor Wealth Management, Inc.'s iShares Russell 2000 Value ETF Holding Summary
As of 2023-09-30, Windsor Wealth Management, Inc. held 26,288.00 shares of iShares Russell 2000 Value ETF(IWN), totaling $3.56 Mil. This investment constitutes 0.65% of their stock portfolio, and Windsor Wealth Management, Inc. now holds 0.03% of the outstanding iShares Russell 2000 Value ETF(IWN) stock.
The initial trade took place in 2018Q2. And since then Windsor Wealth Management, Inc. has made 8 purchases of IWN, at an average price of $150.61, for a total of 197,101.00 shares. In addition, there have been 14 sales at an average price of $144.22 for 170,813.00 shares. Based on historical transaction data and IWN's current price of $163.34, Windsor Wealth Management, Inc.'s estimated gain on his IWN holdings is $-756,509.02, reflecting a -2.55% gain to date.
Windsor Wealth Management, Inc. IWN ($163.34) Holding Chart
Windsor Wealth Management, Inc. IWN ($163.34) 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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