Capitol Family Office, Inc. IWM Holdings History
Capitol Family Office, Inc.'s iShares Russell 2000 ETF Holding Summary
As of 2025-03-31, Capitol Family Office, Inc. held 10,187.00 shares of iShares Russell 2000 ETF(IWM), totaling $2.03 Mil. This investment constitutes 2.88% of their stock portfolio, and Capitol Family Office, Inc. now holds 0% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2023Q3. And since then Capitol Family Office, Inc. has made 4 purchases of IWM, at an average price of $190.37, for a total of 47,194.00 shares. In addition, there have been 3 sales at an average price of $216.54 for 37,007.00 shares. Based on historical transaction data and IWM's current price of $222.33, Capitol Family Office, Inc.'s estimated gain on his IWM holdings is $1.29 Mil, reflecting a 14.40% gain to date.
Capitol Family Office, Inc. IWM ($222.33) Holding Chart
Capitol Family Office, Inc. 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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