MARQUETTE ASSOCIATES, INC. IWM Holdings History
MARQUETTE ASSOCIATES, INC.'s iShares Russell 2000 ETF Holding Summary
As of 2025-03-31, MARQUETTE ASSOCIATES, INC. held 307.00 shares of iShares Russell 2000 ETF(IWM), totaling $61,280.00. This investment constitutes 0.06% of their stock portfolio, and MARQUETTE ASSOCIATES, INC. now holds 0% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2023Q4. And since then MARQUETTE ASSOCIATES, INC. has made 3 purchases of IWM, at an average price of $195.22, for a total of 37,963.00 shares. In addition, there have been 2 sales at an average price of $216.87 for 37,656.00 shares. Based on historical transaction data and IWM's current price of $223.55, MARQUETTE ASSOCIATES, INC.'s estimated gain on his IWM holdings is $823,999.73, reflecting a 11.12% gain to date.
MARQUETTE ASSOCIATES, INC. IWM ($223.55) Holding Chart
MARQUETTE ASSOCIATES, INC. IWM ($223.55) 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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