LEVEL FOUR ADVISORY SERVICES, LLC IWM Holdings History
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 $221.70, LEVEL FOUR ADVISORY SERVICES, LLC's estimated gain on his IWM holdings is $342,631.88, reflecting a 2.09% gain to date.
LEVEL FOUR ADVISORY SERVICES, LLC IWM ($221.70) Holding Chart
LEVEL FOUR ADVISORY SERVICES, LLC IWM ($221.70) 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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