Kaydan Wealth Management, Inc. IWM Holdings History
Kaydan Wealth Management, Inc.'s iShares Russell 2000 ETF Holding Summary
As of 2025-06-30, Kaydan Wealth Management, Inc. held 15,361.00 shares of iShares Russell 2000 ETF(IWM), totaling $3.31 Mil. This investment constitutes 1.09% of their stock portfolio, and Kaydan Wealth Management, Inc. now holds 0.01% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2021Q4. And since then Kaydan Wealth Management, Inc. has made 10 purchases of IWM, at an average price of $196.24, for a total of 257,532.00 shares. In addition, there have been 3 sales at an average price of $197.68 for 242,171.00 shares. Based on historical transaction data and IWM's current price of $221.70, Kaydan Wealth Management, Inc.'s estimated gain on his IWM holdings is $740,818.18, reflecting a 1.47% gain to date.
Kaydan Wealth Management, Inc. IWM ($221.70) Holding Chart
Kaydan Wealth Management, Inc. IWM ($221.70) 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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