CM WEALTH ADVISORS LLC IWN Holdings History
CM WEALTH ADVISORS LLC's iShares Russell 2000 Value ETF Holding Summary
As of 2025-03-31, CM WEALTH ADVISORS LLC held 39,299.00 shares of iShares Russell 2000 Value ETF(IWN), totaling $5.93 Mil. This investment constitutes 1.9% of their stock portfolio, and CM WEALTH ADVISORS LLC now holds 0.05% of the outstanding iShares Russell 2000 Value ETF(IWN) stock.
The initial trade took place in 2022Q2. And since then CM WEALTH ADVISORS LLC has made 3 purchases of IWN, at an average price of $143.49, for a total of 82,434.00 shares. In addition, there have been 6 sales at an average price of $147.89 for 43,135.00 shares. Based on historical transaction data and IWN's current price of $165.37, CM WEALTH ADVISORS LLC's estimated gain on his IWN holdings is $1.05 Mil, reflecting a 8.87% gain to date.
CM WEALTH ADVISORS LLC IWN ($165.37) Holding Chart
CM WEALTH ADVISORS LLC IWN ($165.37) 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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