MV Capital Management, Inc. IWM Holdings History
MV Capital Management, Inc.'s iShares Russell 2000 ETF Holding Summary
As of 2025-03-31, MV Capital Management, Inc. held 8,374.00 shares of iShares Russell 2000 ETF(IWM), totaling $1.67 Mil. This investment constitutes 0.18% of their stock portfolio, and MV Capital Management, Inc. now holds 0% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2015Q1. And since then MV Capital Management, Inc. has made 15 purchases of IWM, at an average price of $190.35, for a total of 28,215.00 shares. In addition, there have been 7 sales at an average price of $215.13 for 19,841.00 shares. Based on historical transaction data and IWM's current price of $223.55, MV Capital Management, Inc.'s estimated gain on his IWM holdings is $769,815.11, reflecting a 14.33% gain to date.
MV Capital Management, Inc. IWM ($223.55) Holding Chart
MV Capital Management, 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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