Number of Shares
10,264.00
Current Holdings Value*
$2.05 Mil
% of Portfolio
0.63%
Total Estimate Gain
$270,013.02
% of Total Estimate Gain
8.60%

Empire Financial Management Company, LLC's iShares Russell 2000 ETF Holding Summary

As of 2025-03-31, Empire Financial Management Company, LLC held 10,264.00 shares of iShares Russell 2000 ETF(IWM), totaling $2.05 Mil. This investment constitutes 0.63% of their stock portfolio, and Empire Financial Management Company, LLC now holds 0% of the outstanding iShares Russell 2000 ETF(IWM) stock.

The initial trade took place in 2023Q4. And since then Empire Financial Management Company, LLC has made 4 purchases of IWM, at an average price of $202.08, for a total of 15,530.00 shares. In addition, there have been 2 sales at an average price of $217.56 for 5,266.00 shares. Based on historical transaction data and IWM's current price of $220.45, Empire Financial Management Company, LLC's estimated gain on his IWM holdings is $270,013.02, reflecting a 8.60% gain to date.

Empire Financial Management Company, LLC IWM ($220.45) Holding Chart

Empire Financial Management Company, LLC IWM ($220.45) 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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