Pinnacle Wealth Planning Services, Inc. IWM Holdings History
Pinnacle Wealth Planning Services, Inc.'s iShares Russell 2000 ETF Holding Summary
As of 2025-03-31, Pinnacle Wealth Planning Services, Inc. held 13,300.00 shares of iShares Russell 2000 ETF(IWM), totaling $2.65 Mil. This investment constitutes 0.4% of their stock portfolio, and Pinnacle Wealth Planning Services, Inc. now holds 0% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2018Q2. And since then Pinnacle Wealth Planning Services, Inc. has made 12 purchases of IWM, at an average price of $180.35, for a total of 84,773.00 shares. In addition, there have been 16 sales at an average price of $181.60 for 71,473.00 shares. Based on historical transaction data and IWM's current price of $221.01, Pinnacle Wealth Planning Services, Inc.'s estimated gain on his IWM holdings is $630,606.44, reflecting a 4.12% gain to date.
Pinnacle Wealth Planning Services, Inc. IWM ($221.01) Holding Chart
Pinnacle Wealth Planning Services, Inc. IWM ($221.01) 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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