Seros Financial, LLC IWM Holdings History
Seros Financial, LLC's iShares Russell 2000 ETF Holding Summary
As of 2025-06-30, Seros Financial, LLC held - shares of iShares Russell 2000 ETF(IWM), totaling N/A. This investment constitutes 0% of their stock portfolio, and Seros Financial, LLC now holds 0% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2024Q4. And since then Seros Financial, LLC has made 1 purchases of IWM, at an average price of $228.13, for a total of 4,704.00 shares. In addition, there have been 1 sales at an average price of $201.21 for 4,704.00 shares. Based on historical transaction data and IWM's current price of $223.55, Seros Financial, LLC's estimated gain on his IWM holdings is $-126,628.59, reflecting a -11.80% gain to date.
Seros Financial, LLC IWM ($223.55) Holding Chart
Seros Financial, 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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