SURIENCE PRIVATE WEALTH LLC IWM Holdings History
SURIENCE PRIVATE WEALTH LLC's iShares Russell 2000 ETF Holding Summary
As of 2025-06-30, SURIENCE PRIVATE WEALTH LLC held - shares of iShares Russell 2000 ETF(IWM), totaling N/A. This investment constitutes 0% of their stock portfolio, and SURIENCE PRIVATE WEALTH LLC now holds 0% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2021Q4. And since then SURIENCE PRIVATE WEALTH LLC has made 7 purchases of IWM, at an average price of $192.95, for a total of 146,170.00 shares. In addition, there have been 6 sales at an average price of $198.79 for 146,170.00 shares. Based on historical transaction data and IWM's current price of $223.55, SURIENCE PRIVATE WEALTH LLC's estimated gain on his IWM holdings is $853,596.79, reflecting a 3.03% gain to date.
SURIENCE PRIVATE WEALTH LLC IWM ($223.55) Holding Chart
SURIENCE PRIVATE WEALTH 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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