Number of Shares
26,614.00
Current Holdings Value*
$5.74 Mil
% of Portfolio
1.65%
Total Estimate Gain
$475,432.38
% of Total Estimate Gain
2.31%

Parisi Gray Wealth Management's iShares Russell 2000 ETF Holding Summary

As of 2025-06-30, Parisi Gray Wealth Management held 26,614.00 shares of iShares Russell 2000 ETF(IWM), totaling $5.74 Mil. This investment constitutes 1.65% of their stock portfolio, and Parisi Gray Wealth Management now holds 0.01% of the outstanding iShares Russell 2000 ETF(IWM) stock.

The initial trade took place in 2018Q2. And since then Parisi Gray Wealth Management has made 18 purchases of IWM, at an average price of $185.14, for a total of 111,023.00 shares. In addition, there have been 10 sales at an average price of $178.75 for 84,409.00 shares. Based on historical transaction data and IWM's current price of $223.27, Parisi Gray Wealth Management's estimated gain on his IWM holdings is $475,432.38, reflecting a 2.31% gain to date.

Parisi Gray Wealth Management IWM ($223.27) Holding Chart

Parisi Gray Wealth Management 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 %

Top Ranked Articles

  • 1