Pinnacle Wealth Management, LLC IWM Holdings History
Pinnacle Wealth Management, LLC's iShares Russell 2000 ETF Holding Summary
As of 2025-03-31, Pinnacle Wealth Management, LLC held - shares of iShares Russell 2000 ETF(IWM), totaling N/A. This investment constitutes 0% of their stock portfolio, and Pinnacle Wealth Management, LLC now holds 0% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2022Q3. And since then Pinnacle Wealth Management, LLC has made 2 purchases of IWM, at an average price of $211.36, for a total of 60,763.00 shares. In addition, there have been 4 sales at an average price of $213.89 for 60,763.00 shares. Based on historical transaction data and IWM's current price of $215.48, Pinnacle Wealth Management, LLC's estimated gain on his IWM holdings is $153,867.37, reflecting a 1.20% gain to date.
Pinnacle Wealth Management, LLC IWM ($215.48) Holding Chart
Pinnacle Wealth Management, LLC IWM ($215.48) 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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