Addis & Hill, Inc IWM Holdings History
Addis & Hill, Inc's iShares Russell 2000 ETF Holding Summary
As of 2025-06-30, Addis & Hill, Inc held 17,475.00 shares of iShares Russell 2000 ETF(IWM), totaling $3.77 Mil. This investment constitutes 2.46% of their stock portfolio, and Addis & Hill, Inc now holds 0.01% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2023Q4. And since then Addis & Hill, Inc has made 4 purchases of IWM, at an average price of $201.10, for a total of 31,046.00 shares. In addition, there have been 2 sales at an average price of $228.08 for 13,571.00 shares. Based on historical transaction data and IWM's current price of $222.33, Addis & Hill, Inc's estimated gain on his IWM holdings is $736,996.63, reflecting a 11.80% gain to date.
Addis & Hill, Inc IWM ($222.33) Holding Chart
Addis & Hill, Inc 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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