SimpliFi, Inc. IWM Holdings History
SimpliFi, Inc.'s iShares Russell 2000 ETF Holding Summary
As of 2025-06-30, SimpliFi, Inc. held 73,649.00 shares of iShares Russell 2000 ETF(IWM), totaling $15.89 Mil. This investment constitutes 7% of their stock portfolio, and SimpliFi, Inc. now holds 0.02% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2018Q2. And since then SimpliFi, Inc. has made 19 purchases of IWM, at an average price of $164.11, for a total of 129,907.00 shares. In addition, there have been 9 sales at an average price of $181.15 for 56,258.00 shares. Based on historical transaction data and IWM's current price of $223.55, SimpliFi, Inc.'s estimated gain on his IWM holdings is $5.34 Mil, reflecting a 25.03% gain to date.
SimpliFi, Inc. IWM ($223.55) Holding Chart
SimpliFi, Inc. 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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