BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC IWM Holdings History
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC's iShares Russell 2000 ETF Holding Summary
As of 2025-03-31, BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC held 50,244.00 shares of iShares Russell 2000 ETF(IWM), totaling $10.02 Mil. This investment constitutes 1.9% of their stock portfolio, and BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC now holds 0.02% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2014Q1. And since then BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC has made 18 purchases of IWM, at an average price of $156.01, for a total of 104,293.00 shares. In addition, there have been 18 sales at an average price of $142.36 for 54,049.00 shares. Based on historical transaction data and IWM's current price of $221.70, BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC's estimated gain on his IWM holdings is $2.56 Mil, reflecting a 15.75% gain to date.
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC IWM ($221.70) Holding Chart
BLUE BELL PRIVATE WEALTH MANAGEMENT, 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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