Independent Family Office, LLC IWM Holdings History
Independent Family Office, LLC's iShares Russell 2000 ETF Holding Summary
As of 2025-03-31, Independent Family Office, LLC held 38,388.00 shares of iShares Russell 2000 ETF(IWM), totaling $7.66 Mil. This investment constitutes 4.03% of their stock portfolio, and Independent Family Office, LLC now holds 0.01% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2019Q4. And since then Independent Family Office, LLC has made 6 purchases of IWM, at an average price of $158.69, for a total of 67,225.00 shares. In addition, there have been 15 sales at an average price of $203.97 for 28,837.00 shares. Based on historical transaction data and IWM's current price of $219.04, Independent Family Office, LLC's estimated gain on his IWM holdings is $3.62 Mil, reflecting a 33.96% gain to date.
Independent Family Office, LLC IWM ($219.04) Holding Chart
Independent Family Office, LLC IWM ($219.04) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
