LJI Wealth Management, LLC IWM Holdings History
LJI Wealth Management, LLC's iShares Russell 2000 ETF Holding Summary
As of 2025-03-31, LJI Wealth Management, LLC held 103,822.00 shares of iShares Russell 2000 ETF(IWM), totaling $20.71 Mil. This investment constitutes 4.12% of their stock portfolio, and LJI Wealth Management, LLC now holds 0.03% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2022Q4. And since then LJI Wealth Management, LLC has made 6 purchases of IWM, at an average price of $187.93, for a total of 109,907.00 shares. In addition, there have been 3 sales at an average price of $226.09 for 6,085.00 shares. Based on historical transaction data and IWM's current price of $222.33, LJI Wealth Management, LLC's estimated gain on his IWM holdings is $3.80 Mil, reflecting a 18.42% gain to date.
LJI Wealth Management, LLC IWM ($222.33) Holding Chart
LJI Wealth 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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