CIC Wealth, LLC IWM Holdings History
CIC Wealth, LLC's iShares Russell 2000 ETF Holding Summary
As of 2024-09-30, CIC Wealth, LLC held - shares of iShares Russell 2000 ETF(IWM), totaling N/A. This investment constitutes 0% of their stock portfolio, and CIC Wealth, LLC now holds 0% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2024Q1. And since then CIC Wealth, LLC has made 2 purchases of IWM, at an average price of $200.15, for a total of 10,728.00 shares. In addition, there have been 1 sales at an average price of $213.99 for 10,728.00 shares. Based on historical transaction data and IWM's current price of $225.73, CIC Wealth, LLC's estimated gain on his IWM holdings is $148,453.04, reflecting a 6.91% gain to date.
CIC Wealth, LLC IWM ($225.73) Holding Chart
CIC Wealth, 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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