Institute For Wealth Management, LLC. IWC Holdings History
Institute for Wealth Management, LLC.'s iShares Micro-Cap ETF Holding Summary
As of 2025-06-30, Institute for Wealth Management, LLC. held 20,181.00 shares of iShares Micro-Cap ETF(IWC), totaling $2.58 Mil. This investment constitutes 0.29% of their stock portfolio, and Institute for Wealth Management, LLC. now holds 0.32% of the outstanding iShares Micro-Cap ETF(IWC) stock.
The initial trade took place in 2019Q4. And since then Institute for Wealth Management, LLC. has made 14 purchases of IWC, at an average price of $121.93, for a total of 21,464.00 shares. In addition, there have been 5 sales at an average price of $111.61 for 1,283.00 shares. Based on historical transaction data and IWC's current price of $137.15, Institute for Wealth Management, LLC.'s estimated gain on his IWC holdings is $293,842.20, reflecting a 11.23% gain to date.
Institute for Wealth Management, LLC. IWC ($137.15) Holding Chart
Institute for Wealth Management, LLC. IWC ($137.15) 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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