Royal Fund Management, LLC IWM Holdings History
Royal Fund Management, LLC's iShares Russell 2000 ETF Holding Summary
As of 2025-03-31, Royal Fund Management, LLC held 36,561.00 shares of iShares Russell 2000 ETF(IWM), totaling $7.31 Mil. This investment constitutes 0.81% of their stock portfolio, and Royal Fund Management, LLC now holds 0.01% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2018Q2. And since then Royal Fund Management, LLC has made 6 purchases of IWM, at an average price of $212.17, for a total of 325,989.00 shares. In addition, there have been 7 sales at an average price of $225.08 for 289,428.00 shares. Based on historical transaction data and IWM's current price of $223.55, Royal Fund Management, LLC's estimated gain on his IWM holdings is $4.15 Mil, reflecting a 6.01% gain to date.
Royal Fund Management, LLC IWM ($223.55) Holding Chart
Royal Fund Management, LLC IWM ($223.55) 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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