Auour Investments LLC IWM Holdings History

Number of Shares
13,587.00
Current Holdings Value*
$2.65 Mil
% of Portfolio
0.96%
Total Estimate Gain
$832,331.43
% of Total Estimate Gain
23.92%

Auour Investments LLC's iShares Russell 2000 ETF Holding Summary

As of 2025-03-31, Auour Investments LLC held 13,587.00 shares of iShares Russell 2000 ETF(IWM), totaling $2.65 Mil. This investment constitutes 0.96% of their stock portfolio, and Auour Investments LLC now holds 0% of the outstanding iShares Russell 2000 ETF(IWM) stock.

The initial trade took place in 2023Q2. And since then Auour Investments LLC has made 4 purchases of IWM, at an average price of $179.94, for a total of 19,341.00 shares. In addition, there have been 3 sales at an average price of $216.85 for 5,754.00 shares. Based on historical transaction data and IWM's current price of $225.56, Auour Investments LLC's estimated gain on his IWM holdings is $832,331.43, reflecting a 23.92% gain to date.

Auour Investments LLC IWM ($225.56) Holding Chart

Auour Investments LLC IWM ($225.56) 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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