Private Wealth Group, LLC IWM Holdings History
Private Wealth Group, LLC's iShares Russell 2000 ETF Holding Summary
As of 2025-03-31, Private Wealth Group, LLC held 3,091.00 shares of iShares Russell 2000 ETF(IWM), totaling $616,620.00. This investment constitutes 0.36% of their stock portfolio, and Private Wealth Group, LLC now holds 0% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2018Q2. And since then Private Wealth Group, LLC has made 15 purchases of IWM, at an average price of $168.81, for a total of 55,837.00 shares. In addition, there have been 10 sales at an average price of $178.90 for 52,746.00 shares. Based on historical transaction data and IWM's current price of $223.08, Private Wealth Group, LLC's estimated gain on his IWM holdings is $699,737.26, reflecting a 7.42% gain to date.
Private Wealth Group, LLC IWM ($223.08) Holding Chart
Private Wealth Group, LLC IWM ($223.08) 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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