STEPH & CO IWM Holdings History
STEPH & CO's iShares Russell 2000 ETF Holding Summary
As of 2025-06-30, STEPH & CO held 20,393.00 shares of iShares Russell 2000 ETF(IWM), totaling $4.40 Mil. This investment constitutes 1.43% of their stock portfolio, and STEPH & CO now holds 0.01% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2019Q4. And since then STEPH & CO has made 13 purchases of IWM, at an average price of $166.46, for a total of 44,947.00 shares. In addition, there have been 9 sales at an average price of $163.47 for 24,554.00 shares. Based on historical transaction data and IWM's current price of $222.33, STEPH & CO's estimated gain on his IWM holdings is $1.07 Mil, reflecting a 14.25% gain to date.
STEPH & CO IWM ($222.33) Holding Chart
STEPH & CO 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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