Confluence Wealth Management LLC IWM Holdings History
Confluence Wealth Management LLC's iShares Russell 2000 ETF Holding Summary
As of 2020-09-30, Confluence Wealth Management LLC held 34,762.00 shares of iShares Russell 2000 ETF(IWM), totaling $5.26 Mil. This investment constitutes 2.59% of their stock portfolio, and Confluence Wealth Management LLC now holds 0.01% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2014Q1. And since then Confluence Wealth Management LLC has made 9 purchases of IWM, at an average price of $118.59, for a total of 74,839.00 shares. In addition, there have been 6 sales at an average price of $159.11 for 40,077.00 shares. Based on historical transaction data and IWM's current price of $219.73, Confluence Wealth Management LLC's estimated gain on his IWM holdings is $5.14 Mil, reflecting a 57.91% gain to date.
Confluence Wealth Management LLC IWM ($219.73) Holding Chart
Confluence Wealth Management LLC IWM ($219.73) 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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