Beirne Wealth Consulting Services, LLC IWM Holdings History
Beirne Wealth Consulting Services, LLC's iShares Russell 2000 ETF Holding Summary
As of 2025-03-31, Beirne Wealth Consulting Services, LLC held 2,135.00 shares of iShares Russell 2000 ETF(IWM), totaling $426,330.00. This investment constitutes 0.15% of their stock portfolio, and Beirne Wealth Consulting Services, LLC now holds 0% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2018Q4. And since then Beirne Wealth Consulting Services, LLC has made 14 purchases of IWM, at an average price of $167.76, for a total of 21,296.00 shares. In addition, there have been 10 sales at an average price of $204.85 for 19,161.00 shares. Based on historical transaction data and IWM's current price of $221.70, Beirne Wealth Consulting Services, LLC's estimated gain on his IWM holdings is $825,992.01, reflecting a 23.12% gain to date.
Beirne Wealth Consulting Services, LLC IWM ($221.70) Holding Chart
Beirne Wealth Consulting Services, 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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