Chris Bulman Inc IWM Holdings History

Number of Shares
13,022.00
Current Holdings Value*
$2.81 Mil
% of Portfolio
1.6%
Total Estimate Gain
$-394,172.62
% of Total Estimate Gain
-7.01%

Chris Bulman Inc's iShares Russell 2000 ETF Holding Summary

As of 2025-06-30, Chris Bulman Inc held 13,022.00 shares of iShares Russell 2000 ETF(IWM), totaling $2.81 Mil. This investment constitutes 1.6% of their stock portfolio, and Chris Bulman Inc now holds 0% of the outstanding iShares Russell 2000 ETF(IWM) stock.

The initial trade took place in 2024Q2. And since then Chris Bulman Inc has made 1 purchases of IWM, at an average price of $228.14, for a total of 24,663.00 shares. In addition, there have been 3 sales at an average price of $202.24 for 11,641.00 shares. Based on historical transaction data and IWM's current price of $221.02, Chris Bulman Inc's estimated gain on his IWM holdings is $-394,172.62, reflecting a -7.01% gain to date.

Chris Bulman Inc IWM ($221.02) Holding Chart

Chris Bulman Inc IWM ($221.02) 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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