Keel Point, LLC IWM Holdings History

Number of Shares
6,089.00
Current Holdings Value*
$1.21 Mil
% of Portfolio
0.09%
Total Estimate Gain
$20.86 Mil
% of Total Estimate Gain
22.75%

Keel Point, LLC's iShares Russell 2000 ETF Holding Summary

As of 2025-03-31, Keel Point, LLC held 6,089.00 shares of iShares Russell 2000 ETF(IWM), totaling $1.21 Mil. This investment constitutes 0.09% of their stock portfolio, and Keel Point, LLC now holds 0% of the outstanding iShares Russell 2000 ETF(IWM) stock.

The initial trade took place in 2015Q1. And since then Keel Point, LLC has made 12 purchases of IWM, at an average price of $142.51, for a total of 643,466.00 shares. In addition, there have been 15 sales at an average price of $174.46 for 637,377.00 shares. Based on historical transaction data and IWM's current price of $223.65, Keel Point, LLC's estimated gain on his IWM holdings is $20.86 Mil, reflecting a 22.75% gain to date.

Keel Point, LLC IWM ($223.65) Holding Chart

Keel Point, LLC IWM ($223.65) 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