LEE JOHNSON CAPITAL MANAGEMENT, LLC IWM Holdings History
LEE JOHNSON CAPITAL MANAGEMENT, LLC's iShares Russell 2000 ETF Holding Summary
As of 2025-06-30, LEE JOHNSON CAPITAL MANAGEMENT, LLC held 39,231.00 shares of iShares Russell 2000 ETF(IWM), totaling $8.47 Mil. This investment constitutes 2.91% of their stock portfolio, and LEE JOHNSON CAPITAL MANAGEMENT, LLC now holds 0.01% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2024Q1. And since then LEE JOHNSON CAPITAL MANAGEMENT, LLC has made 2 purchases of IWM, at an average price of $200.05, for a total of 118,906.00 shares. In addition, there have been 1 sales at an average price of $202.10 for 79,675.00 shares. Based on historical transaction data and IWM's current price of $222.33, LEE JOHNSON CAPITAL MANAGEMENT, LLC's estimated gain on his IWM holdings is $1.04 Mil, reflecting a 4.36% gain to date.
LEE JOHNSON CAPITAL MANAGEMENT, LLC IWM ($222.33) Holding Chart
LEE JOHNSON CAPITAL MANAGEMENT, 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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