Gresham Partners, LLC IWM Holdings History
Gresham Partners, LLC's iShares Russell 2000 ETF Holding Summary
As of 2020-03-31, Gresham Partners, LLC held 29,193.00 shares of iShares Russell 2000 ETF(IWM), totaling $1.64 Mil. This investment constitutes 6.24% of their stock portfolio, and Gresham Partners, LLC now holds 0.01% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2014Q4. And since then Gresham Partners, LLC has made 3 purchases of IWM, at an average price of $131.01, for a total of 56,093.00 shares. In addition, there have been 2 sales at an average price of $141.69 for 26,900.00 shares. Based on historical transaction data and IWM's current price of $222.60, Gresham Partners, LLC's estimated gain on his IWM holdings is $2.96 Mil, reflecting a 40.29% gain to date.
Gresham Partners, LLC IWM ($222.60) Holding Chart
Gresham Partners, LLC IWM ($222.60) 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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