REFRAME WEALTH, LLC IWM Holdings History
Number of Shares
144,222.00
Current Holdings Value*
$25.15 Mil
% of Portfolio
9.67%
Total Estimate Gain
$6.60 Mil
% of Total Estimate Gain
25.93%
REFRAME WEALTH, LLC's iShares Russell 2000 ETF Holding Summary
As of 2022-12-31, REFRAME WEALTH, LLC held 144,222.00 shares of iShares Russell 2000 ETF(IWM), totaling $25.15 Mil. This investment constitutes 9.67% of their stock portfolio, and REFRAME WEALTH, LLC now holds 0.05% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2022Q4. Based on historical transaction data and IWM's current price of $222.33, REFRAME WEALTH, LLC's estimated gain on his IWM holdings is $6.60 Mil, reflecting a 25.93% gain to date.
REFRAME WEALTH, LLC IWM ($222.33) Holding Chart
REFRAME WEALTH, 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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