FineMark National Bank & Trust IWM Holdings History
FineMark National Bank & Trust's iShares Russell 2000 ETF Holding Summary
As of 2025-03-31, FineMark National Bank & Trust held 239,159.00 shares of iShares Russell 2000 ETF(IWM), totaling $47.71 Mil. This investment constitutes 1.74% of their stock portfolio, and FineMark National Bank & Trust now holds 0.08% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2014Q1. And since then FineMark National Bank & Trust has made 21 purchases of IWM, at an average price of $143.33, for a total of 446,687.00 shares. In addition, there have been 14 sales at an average price of $151.81 for 207,528.00 shares. Based on historical transaction data and IWM's current price of $223.55, FineMark National Bank & Trust's estimated gain on his IWM holdings is $20.94 Mil, reflecting a 32.71% gain to date.
FineMark National Bank & Trust IWM ($223.55) Holding Chart
FineMark National Bank & Trust 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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