GRIMES & COMPANY, INC. IWM Holdings History
GRIMES & COMPANY, INC.'s iShares Russell 2000 ETF Holding Summary
As of 2025-03-31, GRIMES & COMPANY, INC. held 50,029.00 shares of iShares Russell 2000 ETF(IWM), totaling $9.98 Mil. This investment constitutes 0.31% of their stock portfolio, and GRIMES & COMPANY, INC. now holds 0.02% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2015Q2. And since then GRIMES & COMPANY, INC. has made 16 purchases of IWM, at an average price of $178.54, for a total of 1.36 Mil shares. In addition, there have been 14 sales at an average price of $193.83 for 1.31 Mil shares. Based on historical transaction data and IWM's current price of $222.33, GRIMES & COMPANY, INC.'s estimated gain on his IWM holdings is $22.25 Mil, reflecting a 9.15% gain to date.
GRIMES & COMPANY, INC. IWM ($222.33) Holding Chart
GRIMES & COMPANY, INC. 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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