Aspen Investment Management Inc IWM Holdings History
Aspen Investment Management Inc's iShares Russell 2000 ETF Holding Summary
As of 2025-03-31, Aspen Investment Management Inc held 32,190.00 shares of iShares Russell 2000 ETF(IWM), totaling $6.42 Mil. This investment constitutes 2.96% of their stock portfolio, and Aspen Investment Management Inc now holds 0.01% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2013Q4. And since then Aspen Investment Management Inc has made 16 purchases of IWM, at an average price of $148.73, for a total of 62,777.00 shares. In addition, there have been 21 sales at an average price of $169.18 for 30,587.00 shares. Based on historical transaction data and IWM's current price of $226.68, Aspen Investment Management Inc's estimated gain on his IWM holdings is $3.14 Mil, reflecting a 33.58% gain to date.
Aspen Investment Management Inc IWM ($226.68) Holding Chart
Aspen Investment Management Inc IWM ($226.68) 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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