Newport Capital Group, LLC IWM Holdings History
Newport Capital Group, LLC's iShares Russell 2000 ETF Holding Summary
As of 2025-03-31, Newport Capital Group, LLC held 31,784.00 shares of iShares Russell 2000 ETF(IWM), totaling $6.35 Mil. This investment constitutes 4.57% of their stock portfolio, and Newport Capital Group, LLC now holds 0.01% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2020Q4. And since then Newport Capital Group, LLC has made 10 purchases of IWM, at an average price of $180.04, for a total of 90,392.00 shares. In addition, there have been 4 sales at an average price of $180.62 for 58,608.00 shares. Based on historical transaction data and IWM's current price of $223.27, Newport Capital Group, LLC's estimated gain on his IWM holdings is $1.41 Mil, reflecting a 8.65% gain to date.
Newport Capital Group, LLC IWM ($223.27) Holding Chart
Newport Capital Group, LLC IWM ($223.27) 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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