All Terrain Financial Advisors, LLC IWM Holdings History
All Terrain Financial Advisors, LLC's iShares Russell 2000 ETF Holding Summary
As of 2025-03-31, All Terrain Financial Advisors, LLC held 116,171.00 shares of iShares Russell 2000 ETF(IWM), totaling $23.17 Mil. This investment constitutes 7.62% of their stock portfolio, and All Terrain Financial Advisors, LLC now holds 0.04% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2018Q2. And since then All Terrain Financial Advisors, LLC has made 20 purchases of IWM, at an average price of $179.68, for a total of 162,283.00 shares. In addition, there have been 8 sales at an average price of $209.37 for 46,112.00 shares. Based on historical transaction data and IWM's current price of $223.19, All Terrain Financial Advisors, LLC's estimated gain on his IWM holdings is $6.42 Mil, reflecting a 22.03% gain to date.
All Terrain Financial Advisors, LLC IWM ($223.19) Holding Chart
All Terrain Financial Advisors, LLC IWM ($223.19) 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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