MPS Loria Financial Planners, LLC IWM Holdings History
MPS Loria Financial Planners, LLC's iShares Russell 2000 ETF Holding Summary
As of 2025-03-31, MPS Loria Financial Planners, LLC held - shares of iShares Russell 2000 ETF(IWM), totaling N/A. This investment constitutes 0% of their stock portfolio, and MPS Loria Financial Planners, LLC now holds 0% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2018Q2. And since then MPS Loria Financial Planners, LLC has made 14 purchases of IWM, at an average price of $159.85, for a total of 176,252.00 shares. In addition, there have been 14 sales at an average price of $186.74 for 176,252.00 shares. Based on historical transaction data and IWM's current price of $223.55, MPS Loria Financial Planners, LLC's estimated gain on his IWM holdings is $4.74 Mil, reflecting a 16.82% gain to date.
MPS Loria Financial Planners, LLC IWM ($223.55) Holding Chart
MPS Loria Financial Planners, LLC 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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