Perissos Private Wealth Management, LLC IWM Holdings History
Perissos Private Wealth Management, LLC's iShares Russell 2000 ETF Holding Summary
As of 2025-03-31, Perissos Private Wealth Management, LLC held - shares of iShares Russell 2000 ETF(IWM), totaling N/A. This investment constitutes 0% of their stock portfolio, and Perissos Private Wealth Management, LLC now holds 0% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2024Q2. And since then Perissos Private Wealth Management, LLC has made 2 purchases of IWM, at an average price of $210.25, for a total of 14,701.00 shares. In addition, there have been 2 sales at an average price of $217.22 for 14,701.00 shares. Based on historical transaction data and IWM's current price of $223.19, Perissos Private Wealth Management, LLC's estimated gain on his IWM holdings is $102,370.73, reflecting a 3.31% gain to date.
Perissos Private Wealth Management, LLC IWM ($223.19) Holding Chart
Perissos Private Wealth Management, 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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