Clarfeld Financial Advisors, LLC IWM Holdings History
Number of Shares
106,154.00
Current Holdings Value*
$14.21 Mil
% of Portfolio
12.08%
Total Estimate Gain
$7.83 Mil
% of Total Estimate Gain
49.69%
Clarfeld Financial Advisors, LLC's iShares Russell 2000 ETF Holding Summary
As of 2018-12-31, Clarfeld Financial Advisors, LLC held 106,154.00 shares of iShares Russell 2000 ETF(IWM), totaling $14.21 Mil. This investment constitutes 12.08% of their stock portfolio, and Clarfeld Financial Advisors, LLC now holds 0.04% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2018Q4. Based on historical transaction data and IWM's current price of $222.33, Clarfeld Financial Advisors, LLC's estimated gain on his IWM holdings is $7.83 Mil, reflecting a 49.69% gain to date.
Clarfeld Financial Advisors, LLC IWM ($222.33) Holding Chart
Clarfeld Financial Advisors, LLC 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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