IronBridge Private Wealth, LLC IWM Holdings History
IronBridge Private Wealth, LLC's iShares Russell 2000 ETF Holding Summary
As of 2025-03-31, IronBridge Private Wealth, LLC held 90,468.00 shares of iShares Russell 2000 ETF(IWM), totaling $18.05 Mil. This investment constitutes 7.11% of their stock portfolio, and IronBridge Private Wealth, LLC now holds 0.03% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2020Q4. And since then IronBridge Private Wealth, LLC has made 8 purchases of IWM, at an average price of $190.94, for a total of 111,443.00 shares. In addition, there have been 2 sales at an average price of $187.76 for 20,975.00 shares. Based on historical transaction data and IWM's current price of $222.33, IronBridge Private Wealth, LLC's estimated gain on his IWM holdings is $2.77 Mil, reflecting a 13.03% gain to date.
IronBridge Private Wealth, LLC IWM ($222.33) Holding Chart
IronBridge Private Wealth, 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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