Minot DeBlois Advisors LLC IWM Holdings History
Number of Shares
181.00
Current Holdings Value*
$36,110.00
% of Portfolio
0.04%
Total Estimate Gain
$-17,665.97
% of Total Estimate Gain
-4.61%
Minot DeBlois Advisors LLC's iShares Russell 2000 ETF Holding Summary
As of 2025-03-31, Minot DeBlois Advisors LLC held 181.00 shares of iShares Russell 2000 ETF(IWM), totaling $36,110.00. This investment constitutes 0.04% of their stock portfolio, and Minot DeBlois Advisors 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 1,500.00 shares. Based on historical transaction data and IWM's current price of $223.80, Minot DeBlois Advisors LLC's estimated gain on his IWM holdings is $-17,665.97, reflecting a -4.61% gain to date.
Minot DeBlois Advisors LLC IWM ($223.80) Holding Chart
Minot DeBlois Advisors LLC IWM ($223.80) 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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