New England Professional Planning Group Inc. IWM Holdings History
New England Professional Planning Group Inc.'s iShares Russell 2000 ETF Holding Summary
As of 2025-06-30, New England Professional Planning Group Inc. held 3,894.00 shares of iShares Russell 2000 ETF(IWM), totaling $840,280.00. This investment constitutes 0.38% of their stock portfolio, and New England Professional Planning Group Inc. now holds 0% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2014Q4. And since then New England Professional Planning Group Inc. has made 15 purchases of IWM, at an average price of $151.23, for a total of 8,621.00 shares. In addition, there have been 5 sales at an average price of $131.73 for 4,727.00 shares. Based on historical transaction data and IWM's current price of $223.01, New England Professional Planning Group Inc.'s estimated gain on his IWM holdings is $187,343.35, reflecting a 14.37% gain to date.
New England Professional Planning Group Inc. IWM ($223.01) Holding Chart
New England Professional Planning Group Inc. IWM ($223.01) 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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