Number of Shares
11,694.00
Current Holdings Value*
$2.33 Mil
% of Portfolio
1.78%
Total Estimate Gain
$731,781.03
% of Total Estimate Gain
17.84%

American Institute for Advanced Investment Management, LLP's iShares Russell 2000 ETF Holding Summary

As of 2025-03-31, American Institute for Advanced Investment Managem held 11,694.00 shares of iShares Russell 2000 ETF(IWM), totaling $2.33 Mil. This investment constitutes 1.78% of their stock portfolio, and American Institute for Advanced Investment Managem now holds 0% of the outstanding iShares Russell 2000 ETF(IWM) stock.

The initial trade took place in 2019Q4. And since then American Institute for Advanced Investment Management, LLP has made 9 purchases of IWM, at an average price of $174.91, for a total of 23,454.00 shares. In addition, there have been 12 sales at an average price of $187.04 for 11,760.00 shares. Based on historical transaction data and IWM's current price of $225.30, American Institute for Advanced Investment Management, LLP's estimated gain on his IWM holdings is $731,781.03, reflecting a 17.84% gain to date.

American Institute for Advanced Investment Management, LLP IWM ($225.30) Holding Chart

American Institute for Advanced Investment Management, LLP IWM ($225.30) 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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