Kiker Wealth Management, LLC IWM Holdings History
Kiker Wealth Management, LLC's iShares Russell 2000 ETF Holding Summary
As of 2025-03-31, Kiker Wealth Management, LLC held 50,662.00 shares of iShares Russell 2000 ETF(IWM), totaling $10.11 Mil. This investment constitutes 6.89% of their stock portfolio, and Kiker Wealth Management, LLC now holds 0.02% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2024Q4. And since then Kiker Wealth Management, LLC has made 1 purchases of IWM, at an average price of $227.83, for a total of 50,662.00 shares. Based on historical transaction data and IWM's current price of $224.15, Kiker Wealth Management, LLC's estimated gain on his IWM holdings is $-186,437.49, reflecting a -1.62% gain to date.
Kiker Wealth Management, LLC IWM ($224.15) Holding Chart
Kiker Wealth Management, LLC IWM ($224.15) 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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