MPWM ADVISORY SOLUTIONS, LLC IWM Holdings History
MPWM ADVISORY SOLUTIONS, LLC's iShares Russell 2000 ETF Holding Summary
As of 2025-03-31, MPWM ADVISORY SOLUTIONS, LLC held 13,902.00 shares of iShares Russell 2000 ETF(IWM), totaling $2.77 Mil. This investment constitutes 2.01% of their stock portfolio, and MPWM ADVISORY SOLUTIONS, LLC 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 2,959.00 shares. Based on historical transaction data and IWM's current price of $222.33, MPWM ADVISORY SOLUTIONS, LLC's estimated gain on his IWM holdings is $-114,476.43, reflecting a -2.98% gain to date.
MPWM ADVISORY SOLUTIONS, LLC IWM ($222.33) Holding Chart
MPWM ADVISORY SOLUTIONS, 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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