Lakeshore Capital Group, Inc. IWM Holdings History
Lakeshore Capital Group, Inc.'s iShares Russell 2000 ETF Holding Summary
As of 2025-03-31, Lakeshore Capital Group, Inc. held 4,905.00 shares of iShares Russell 2000 ETF(IWM), totaling $978,560.00. This investment constitutes 0.94% of their stock portfolio, and Lakeshore Capital Group, Inc. now holds 0% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $216.92 for 15,202.00 shares. Based on historical transaction data and IWM's current price of $223.27, Lakeshore Capital Group, Inc.'s estimated gain on his IWM holdings is $-195,057.00, reflecting a -4.25% gain to date.
Lakeshore Capital Group, Inc. IWM ($223.27) Holding Chart
Lakeshore Capital Group, Inc. 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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