Litman Gregory Wealth Management LLC IWM Holdings History
Litman Gregory Wealth Management LLC's iShares Russell 2000 ETF Holding Summary
As of 2025-03-31, Litman Gregory Wealth Management LLC held 85,014.00 shares of iShares Russell 2000 ETF(IWM), totaling $16.96 Mil. This investment constitutes 1.45% of their stock portfolio, and Litman Gregory Wealth Management LLC now holds 0.03% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2013Q4. And since then Litman Gregory Wealth Management LLC has made 22 purchases of IWM, at an average price of $183.90, for a total of 370,173.00 shares. In addition, there have been 12 sales at an average price of $195.84 for 285,159.00 shares. Based on historical transaction data and IWM's current price of $222.33, Litman Gregory Wealth Management LLC's estimated gain on his IWM holdings is $6.67 Mil, reflecting a 9.80% gain to date.
Litman Gregory Wealth Management LLC IWM ($222.33) Holding Chart
Litman Gregory 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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