Windward Private Wealth Management Inc. IWO Holdings History
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 $288.65, 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 ($288.65) Holding Chart
Windward Private Wealth Management Inc. IWO ($288.65) 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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