LCM Capital Management Inc IWM Holdings History
LCM Capital Management Inc's iShares Russell 2000 ETF Holding Summary
As of 2025-06-30, LCM Capital Management Inc held 69,490.00 shares of iShares Russell 2000 ETF(IWM), totaling $15.00 Mil. This investment constitutes 7.79% of their stock portfolio, and LCM Capital Management Inc now holds 0.02% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2020Q4. And since then LCM Capital Management Inc has made 13 purchases of IWM, at an average price of $179.33, for a total of 73,147.00 shares. In addition, there have been 5 sales at an average price of $216.74 for 3,657.00 shares. Based on historical transaction data and IWM's current price of $222.33, LCM Capital Management Inc's estimated gain on his IWM holdings is $3.12 Mil, reflecting a 23.82% gain to date.
LCM Capital Management Inc IWM ($222.33) Holding Chart
LCM Capital Management Inc 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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