COREPATH WEALTH PARTNERS LLC IWM Holdings History
COREPATH WEALTH PARTNERS LLC's iShares Russell 2000 ETF Holding Summary
As of 2025-03-31, COREPATH WEALTH PARTNERS LLC held 33,345.00 shares of iShares Russell 2000 ETF(IWM), totaling $6.25 Mil. This investment constitutes 5.95% of their stock portfolio, and COREPATH WEALTH PARTNERS LLC now holds 0.01% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2020Q4. And since then COREPATH WEALTH PARTNERS LLC has made 15 purchases of IWM, at an average price of $185.88, for a total of 61,467.00 shares. In addition, there have been 2 sales at an average price of $199.48 for 28,122.00 shares. Based on historical transaction data and IWM's current price of $219.73, COREPATH WEALTH PARTNERS LLC's estimated gain on his IWM holdings is $1.51 Mil, reflecting a 13.23% gain to date.
COREPATH WEALTH PARTNERS LLC IWM ($219.73) Holding Chart
COREPATH WEALTH PARTNERS LLC IWM ($219.73) 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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