BG Investment Services, Inc. IWM Holdings History
BG Investment Services, Inc.'s iShares Russell 2000 ETF Holding Summary
As of 2025-03-31, BG Investment Services, Inc. held 12,597.00 shares of iShares Russell 2000 ETF(IWM), totaling $2.51 Mil. This investment constitutes 2.71% of their stock portfolio, and BG Investment Services, Inc. now holds 0% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2021Q4. And since then BG Investment Services, Inc. has made 2 purchases of IWM, at an average price of $222.80, for a total of 30,141.00 shares. In addition, there have been 4 sales at an average price of $219.47 for 17,544.00 shares. Based on historical transaction data and IWM's current price of $224.45, BG Investment Services, Inc.'s estimated gain on his IWM holdings is $-37,635.29, reflecting a -0.56% gain to date.
BG Investment Services, Inc. IWM ($224.45) Holding Chart
BG Investment Services, Inc. IWM ($224.45) 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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