Fluent Financial, LLC IWM Holdings History

Number of Shares
38,546.00
Current Holdings Value*
$7.69 Mil
% of Portfolio
3.35%
Total Estimate Gain
$971,650.25
% of Total Estimate Gain
3.54%

Fluent Financial, LLC's iShares Russell 2000 ETF Holding Summary

As of 2025-03-31, Fluent Financial, LLC held 38,546.00 shares of iShares Russell 2000 ETF(IWM), totaling $7.69 Mil. This investment constitutes 3.35% of their stock portfolio, and Fluent Financial, LLC now holds 0.01% of the outstanding iShares Russell 2000 ETF(IWM) stock.

The initial trade took place in 2018Q2. And since then Fluent Financial, LLC has made 14 purchases of IWM, at an average price of $177.98, for a total of 154,361.00 shares. In addition, there have been 13 sales at an average price of $173.88 for 115,815.00 shares. Based on historical transaction data and IWM's current price of $215.48, Fluent Financial, LLC's estimated gain on his IWM holdings is $971,650.25, reflecting a 3.54% gain to date.

Fluent Financial, LLC IWM ($215.48) Holding Chart

Fluent Financial, LLC IWM ($215.48) 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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