New England Investment & Retirement Group, Inc. IWM Holdings History
New England Investment & Retirement Group, Inc.'s iShares Russell 2000 ETF Holding Summary
As of 2021-09-30, New England Investment & Retirement Group, Inc. held 62,221.00 shares of iShares Russell 2000 ETF(IWM), totaling $13.61 Mil. This investment constitutes 3.14% of their stock portfolio, and New England Investment & Retirement Group, Inc. now holds 0.02% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2014Q4. And since then New England Investment & Retirement Group, Inc. has made 9 purchases of IWM, at an average price of $168.97, for a total of 167,343.00 shares. In addition, there have been 8 sales at an average price of $164.53 for 105,122.00 shares. Based on historical transaction data and IWM's current price of $222.33, New England Investment & Retirement Group, Inc.'s estimated gain on his IWM holdings is $2.85 Mil, reflecting a 10.09% gain to date.
New England Investment & Retirement Group, Inc. IWM ($222.33) Holding Chart
New England Investment & Retirement Group, Inc. 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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