Processus Wealth & Capital Management, LLC IWM Holdings History
Processus Wealth & Capital Management, LLC's iShares Russell 2000 ETF Holding Summary
As of 2025-06-30, Processus Wealth & Capital Management, LLC held - shares of iShares Russell 2000 ETF(IWM), totaling N/A. This investment constitutes 0% of their stock portfolio, and Processus Wealth & Capital Management, LLC now holds 0% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2024Q3. And since then Processus Wealth & Capital Management, LLC has made 3 purchases of IWM, at an average price of $214.24, for a total of 17,392.00 shares. In addition, there have been 1 sales at an average price of $201.21 for 17,392.00 shares. Based on historical transaction data and IWM's current price of $222.33, Processus Wealth & Capital Management, LLC's estimated gain on his IWM holdings is $-226,604.23, reflecting a -6.08% gain to date.
Processus Wealth & Capital Management, LLC IWM ($222.33) Holding Chart
Processus Wealth & Capital Management, LLC IWM ($222.33) 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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