Brewster Financial Planning LLC IWM Holdings History
Brewster Financial Planning LLC's iShares Russell 2000 ETF Holding Summary
As of 2025-06-30, Brewster Financial Planning LLC held 78,994.00 shares of iShares Russell 2000 ETF(IWM), totaling $17.05 Mil. This investment constitutes 11.5% of their stock portfolio, and Brewster Financial Planning LLC now holds 0.03% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2021Q4. And since then Brewster Financial Planning LLC has made 13 purchases of IWM, at an average price of $220.35, for a total of 79,297.00 shares. In addition, there have been 1 sales at an average price of $199.48 for 303.00 shares. Based on historical transaction data and IWM's current price of $222.33, Brewster Financial Planning LLC's estimated gain on his IWM holdings is $150,425.49, reflecting a 0.86% gain to date.
Brewster Financial Planning LLC IWM ($222.33) Holding Chart
Brewster Financial Planning LLC IWM ($222.33) 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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