Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-12,130.82
% of Total Estimate Gain
-2.07%

Windward Private Wealth Management Inc.'s iShares Russell 2000 Growth ETF Holding Summary

As of 2025-03-31, Windward Private Wealth Management Inc. held - shares of iShares Russell 2000 Growth ETF(IWO), totaling N/A. This investment constitutes 0% of their stock portfolio, and Windward Private Wealth Management Inc. now holds 0% of the outstanding iShares Russell 2000 Growth ETF(IWO) stock.

The initial trade took place in 2020Q4. And since then Windward Private Wealth Management Inc. has made 3 purchases of IWO, at an average price of $258.80, for a total of 2,267.00 shares. In addition, there have been 7 sales at an average price of $253.44 for 2,267.00 shares. Based on historical transaction data and IWO's current price of $289.13, Windward Private Wealth Management Inc.'s estimated gain on his IWO holdings is $-12,130.82, reflecting a -2.07% gain to date.

Windward Private Wealth Management Inc. IWO ($289.13) Holding Chart

Windward Private Wealth Management Inc. IWO ($289.13) 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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