Blue Chip Partners, LLC IWM Holdings History
Blue Chip Partners, LLC's iShares Russell 2000 ETF Holding Summary
As of 2025-03-31, Blue Chip Partners, LLC held 48,064.00 shares of iShares Russell 2000 ETF(IWM), totaling $9.59 Mil. This investment constitutes 0.83% of their stock portfolio, and Blue Chip Partners, LLC now holds 0.02% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2021Q1. And since then Blue Chip Partners, LLC has made 3 purchases of IWM, at an average price of $217.43, for a total of 49,126.00 shares. In addition, there have been 2 sales at an average price of $221.59 for 1,062.00 shares. Based on historical transaction data and IWM's current price of $225.73, Blue Chip Partners, LLC's estimated gain on his IWM holdings is $403,058.64, reflecting a 3.77% gain to date.
Blue Chip Partners, LLC IWM ($225.73) Holding Chart
Blue Chip Partners, LLC IWM ($225.73) 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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