Number of Shares
32,754.00
Current Holdings Value*
$6.53 Mil
% of Portfolio
0.27%
Total Estimate Gain
$444,169.28
% of Total Estimate Gain
2.71%

LEVEL FOUR ADVISORY SERVICES, LLC's iShares Russell 2000 ETF Holding Summary

As of 2025-03-31, LEVEL FOUR ADVISORY SERVICES, LLC held 32,754.00 shares of iShares Russell 2000 ETF(IWM), totaling $6.53 Mil. This investment constitutes 0.27% of their stock portfolio, and LEVEL FOUR ADVISORY SERVICES, LLC now holds 0.01% of the outstanding iShares Russell 2000 ETF(IWM) stock.

The initial trade took place in 2018Q2. And since then LEVEL FOUR ADVISORY SERVICES, LLC has made 9 purchases of IWM, at an average price of $195.58, for a total of 83,819.00 shares. In addition, there have been 18 sales at an average price of $185.54 for 51,065.00 shares. Based on historical transaction data and IWM's current price of $224.80, LEVEL FOUR ADVISORY SERVICES, LLC's estimated gain on his IWM holdings is $444,169.28, reflecting a 2.71% gain to date.

LEVEL FOUR ADVISORY SERVICES, LLC IWM ($224.80) Holding Chart

LEVEL FOUR ADVISORY SERVICES, LLC IWM ($224.80) 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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