SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co IWM Holdings History
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co's iShares Russell 2000 ETF Holding Summary
As of 2025-03-31, SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co held 2,173.00 shares of iShares Russell 2000 ETF(IWM), totaling $433,440.00. This investment constitutes 0.45% of their stock portfolio, and SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co now holds 0% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $216.92 for 123,509.00 shares. Based on historical transaction data and IWM's current price of $221.70, SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co's estimated gain on his IWM holdings is $-1.40 Mil, reflecting a -4.89% gain to date.
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co IWM ($221.70) Holding Chart
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co IWM ($221.70) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
