Aspect Partners, LLC IWM Holdings History
Aspect Partners, LLC's iShares Russell 2000 ETF Holding Summary
As of 2025-03-31, Aspect Partners, LLC held 2,348.00 shares of iShares Russell 2000 ETF(IWM), totaling $468,400.00. This investment constitutes 0.27% of their stock portfolio, and Aspect Partners, LLC now holds 0% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2023Q4. And since then Aspect Partners, LLC has made 3 purchases of IWM, at an average price of $190.71, for a total of 11,078.00 shares. In addition, there have been 2 sales at an average price of $216.82 for 8,730.00 shares. Based on historical transaction data and IWM's current price of $221.70, Aspect Partners, LLC's estimated gain on his IWM holdings is $300,695.50, reflecting a 14.23% gain to date.
Aspect Partners, LLC IWM ($221.70) Holding Chart
Aspect Partners, 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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