Capital Investment Advisory Services, LLC IWM Holdings History
Capital Investment Advisory Services, LLC's iShares Russell 2000 ETF Holding Summary
As of 2025-03-31, Capital Investment Advisory Services, LLC held 33,503.00 shares of iShares Russell 2000 ETF(IWM), totaling $6.68 Mil. This investment constitutes 0.6% of their stock portfolio, and Capital Investment Advisory Services, LLC now holds 0.01% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2018Q2. And since then Capital Investment Advisory Services, LLC has made 13 purchases of IWM, at an average price of $185.93, for a total of 115,442.00 shares. In addition, there have been 15 sales at an average price of $199.15 for 81,939.00 shares. Based on historical transaction data and IWM's current price of $223.92, Capital Investment Advisory Services, LLC's estimated gain on his IWM holdings is $2.36 Mil, reflecting a 10.98% gain to date.
Capital Investment Advisory Services, LLC IWM ($223.92) Holding Chart
Capital Investment Advisory Services, LLC IWM ($223.92) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
