Number of Shares
29,718.00
Current Holdings Value*
$6.41 Mil
% of Portfolio
0.61%
Total Estimate Gain
$732,852.40
% of Total Estimate Gain
2.44%

Clear Creek Financial Management, LLC's iShares Russell 2000 ETF Holding Summary

As of 2025-06-30, Clear Creek Financial Management, LLC held 29,718.00 shares of iShares Russell 2000 ETF(IWM), totaling $6.41 Mil. This investment constitutes 0.61% of their stock portfolio, and Clear Creek Financial Management, LLC now holds 0.01% of the outstanding iShares Russell 2000 ETF(IWM) stock.

The initial trade took place in 2020Q1. And since then Clear Creek Financial Management, LLC has made 11 purchases of IWM, at an average price of $198.63, for a total of 151,236.00 shares. In addition, there have been 11 sales at an average price of $198.57 for 121,518.00 shares. Based on historical transaction data and IWM's current price of $223.55, Clear Creek Financial Management, LLC's estimated gain on his IWM holdings is $732,852.40, reflecting a 2.44% gain to date.

Clear Creek Financial Management, LLC IWM ($223.55) Holding Chart

Clear Creek Financial Management, LLC IWM ($223.55) 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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