LILLEY & CO IWM Holdings History
Number of Shares
48,519.00
Current Holdings Value*
$5.76 Mil
% of Portfolio
2.8%
Total Estimate Gain
$6.09 Mil
% of Total Estimate Gain
126.94%
LILLEY & CO's iShares Russell 2000 ETF Holding Summary
As of 2014-06-30, LILLEY & CO held 48,519.00 shares of iShares Russell 2000 ETF(IWM), totaling $5.76 Mil. This investment constitutes 2.8% of their stock portfolio, and LILLEY & CO now holds 0.02% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2013Q2. And since then LILLEY & CO has made 3 purchases of IWM, at an average price of $98.08, for a total of 48,878.00 shares. In addition, there have been 1 sales at an average price of $103.46 for 359.00 shares. Based on historical transaction data and IWM's current price of $223.47, LILLEY & CO's estimated gain on his IWM holdings is $6.09 Mil, reflecting a 126.94% gain to date.
LILLEY & CO IWM ($223.47) Holding Chart
LILLEY & CO IWM ($223.47) 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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