ARTHUR M. COHEN & ASSOCIATES, LLC IWM Holdings History
ARTHUR M. COHEN & ASSOCIATES, LLC's iShares Russell 2000 ETF Holding Summary
As of 2025-06-30, ARTHUR M. COHEN & ASSOCIATES, LLC held 1,694.00 shares of iShares Russell 2000 ETF(IWM), totaling $365,450.00. This investment constitutes 0.06% of their stock portfolio, and ARTHUR M. COHEN & ASSOCIATES, LLC now holds 0% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2014Q3. And since then ARTHUR M. COHEN & ASSOCIATES, LLC has made 14 purchases of IWM, at an average price of $133.59, for a total of 21,946.00 shares. In addition, there have been 13 sales at an average price of $175.81 for 20,252.00 shares. Based on historical transaction data and IWM's current price of $221.70, ARTHUR M. COHEN & ASSOCIATES, LLC's estimated gain on his IWM holdings is $1.00 Mil, reflecting a 34.25% gain to date.
ARTHUR M. COHEN & ASSOCIATES, LLC IWM ($221.70) Holding Chart
ARTHUR M. COHEN & ASSOCIATES, LLC IWM ($221.70) 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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