DHJJ Financial Advisors, Ltd. IWM Holdings History
DHJJ Financial Advisors, Ltd.'s iShares Russell 2000 ETF Holding Summary
As of 2025-06-30, DHJJ Financial Advisors, Ltd. held 33,010.00 shares of iShares Russell 2000 ETF(IWM), totaling $7.12 Mil. This investment constitutes 2.57% of their stock portfolio, and DHJJ Financial Advisors, Ltd. now holds 0.01% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2020Q4. And since then DHJJ Financial Advisors, Ltd. has made 6 purchases of IWM, at an average price of $179.62, for a total of 37,104.00 shares. In addition, there have been 12 sales at an average price of $206.68 for 4,094.00 shares. Based on historical transaction data and IWM's current price of $226.68, DHJJ Financial Advisors, Ltd.'s estimated gain on his IWM holdings is $1.66 Mil, reflecting a 24.97% gain to date.
DHJJ Financial Advisors, Ltd. IWM ($226.68) Holding Chart
DHJJ Financial Advisors, Ltd. IWM ($226.68) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
