Guided Capital Wealth Management, LLC IWM Holdings History
Guided Capital Wealth Management, LLC's iShares Russell 2000 ETF Holding Summary
As of 2025-06-30, Guided Capital Wealth Management, LLC held 32,423.00 shares of iShares Russell 2000 ETF(IWM), totaling $7.00 Mil. This investment constitutes 5.39% of their stock portfolio, and Guided Capital Wealth Management, LLC now holds 0.01% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2024Q4. And since then Guided Capital Wealth Management, LLC has made 1 purchases of IWM, at an average price of $225.03, for a total of 32,701.00 shares. In addition, there have been 1 sales at an average price of $201.21 for 278.00 shares. Based on historical transaction data and IWM's current price of $222.33, Guided Capital Wealth Management, LLC's estimated gain on his IWM holdings is $-94,053.95, reflecting a -1.28% gain to date.
Guided Capital Wealth Management, LLC IWM ($222.33) Holding Chart
Guided Capital Wealth Management, LLC 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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