My Legacy Advisors, LLC IWM Holdings History
My Legacy Advisors, LLC's iShares Russell 2000 ETF Holding Summary
As of 2025-06-30, My Legacy Advisors, LLC held 7,974.00 shares of iShares Russell 2000 ETF(IWM), totaling $1.79 Mil. This investment constitutes 0.64% of their stock portfolio, and My Legacy Advisors, LLC now holds 0% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2022Q1. And since then My Legacy Advisors, LLC has made 4 purchases of IWM, at an average price of $201.30, for a total of 31,192.00 shares. In addition, there have been 7 sales at an average price of $179.43 for 23,218.00 shares. Based on historical transaction data and IWM's current price of $223.19, My Legacy Advisors, LLC's estimated gain on his IWM holdings is $-332,990.90, reflecting a -5.30% gain to date.
My Legacy Advisors, LLC IWM ($223.19) Holding Chart
My Legacy Advisors, LLC IWM ($223.19) 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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