Emerson Wealth, LLC IWM Holdings History
Emerson Wealth, LLC's iShares Russell 2000 ETF Holding Summary
As of 2022-06-30, Emerson Wealth, LLC held 122,314.00 shares of iShares Russell 2000 ETF(IWM), totaling $16.06 Mil. This investment constitutes 10.52% of their stock portfolio, and Emerson Wealth, LLC now holds 0.04% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2018Q4. And since then Emerson Wealth, LLC has made 7 purchases of IWM, at an average price of $152.24, for a total of 242,172.00 shares. In addition, there have been 7 sales at an average price of $160.35 for 119,858.00 shares. Based on historical transaction data and IWM's current price of $222.33, Emerson Wealth, LLC's estimated gain on his IWM holdings is $9.54 Mil, reflecting a 25.89% gain to date.
Emerson Wealth, LLC IWM ($222.33) Holding Chart
Emerson Wealth, 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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