Lake Hills Wealth Management, LLC IWM Holdings History
Lake Hills Wealth Management, LLC's iShares Russell 2000 ETF Holding Summary
As of 2025-06-30, Lake Hills Wealth Management, LLC held 79,743.00 shares of iShares Russell 2000 ETF(IWM), totaling $17.21 Mil. This investment constitutes 9.85% of their stock portfolio, and Lake Hills Wealth Management, LLC now holds 0.03% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2021Q4. And since then Lake Hills Wealth Management, LLC has made 3 purchases of IWM, at an average price of $201.97, for a total of 120,871.00 shares. In addition, there have been 3 sales at an average price of $198.31 for 41,128.00 shares. Based on historical transaction data and IWM's current price of $223.27, Lake Hills Wealth Management, LLC's estimated gain on his IWM holdings is $1.55 Mil, reflecting a 6.34% gain to date.
Lake Hills Wealth Management, LLC IWM ($223.27) Holding Chart
Lake Hills Wealth Management, LLC IWM ($223.27) 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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