Great Waters Wealth Management IWM Holdings History
Great Waters Wealth Management's iShares Russell 2000 ETF Holding Summary
As of 2025-06-30, Great Waters Wealth Management held 105,756.00 shares of iShares Russell 2000 ETF(IWM), totaling $22.82 Mil. This investment constitutes 2.97% of their stock portfolio, and Great Waters Wealth Management now holds 0.04% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2022Q4. In addition, there have been 10 sales at an average price of $201.71 for 143,633.00 shares. Based on historical transaction data and IWM's current price of $226.68, Great Waters Wealth Management's estimated gain on his IWM holdings is $8.75 Mil, reflecting a 19.81% gain to date.
Great Waters Wealth Management IWM ($226.68) Holding Chart
Great Waters Wealth Management IWM ($226.68) 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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