A&I FINANCIAL SERVICES, LLC IWM Holdings History
A&I FINANCIAL SERVICES, LLC's iShares Russell 2000 ETF Holding Summary
As of 2025-06-30, A&I FINANCIAL SERVICES, LLC held 170,187.00 shares of iShares Russell 2000 ETF(IWM), totaling $36.72 Mil. This investment constitutes 20.73% of their stock portfolio, and A&I FINANCIAL SERVICES, LLC now holds 0.06% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2024Q4. And since then A&I FINANCIAL SERVICES, LLC has made 2 purchases of IWM, at an average price of $227.96, for a total of 174,128.00 shares. In addition, there have been 1 sales at an average price of $216.92 for 3,941.00 shares. Based on historical transaction data and IWM's current price of $222.33, A&I FINANCIAL SERVICES, LLC's estimated gain on his IWM holdings is $-1.00 Mil, reflecting a -2.52% gain to date.
A&I FINANCIAL SERVICES, LLC IWM ($222.33) Holding Chart
A&I FINANCIAL SERVICES, LLC IWM ($222.33) 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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