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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