Sincerus Advisory, LLC IWM Holdings History
Sincerus Advisory, LLC's iShares Russell 2000 ETF Holding Summary
As of 2025-03-31, Sincerus Advisory, LLC held 14,604.00 shares of iShares Russell 2000 ETF(IWM), totaling $2.91 Mil. This investment constitutes 3.07% of their stock portfolio, and Sincerus Advisory, LLC now holds 0% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2024Q4. And since then Sincerus Advisory, LLC has made 1 purchases of IWM, at an average price of $227.84, for a total of 14,604.00 shares. Based on historical transaction data and IWM's current price of $222.33, Sincerus Advisory, LLC's estimated gain on his IWM holdings is $-80,461.11, reflecting a -2.42% gain to date.
Sincerus Advisory, LLC IWM ($222.33) Holding Chart
Sincerus Advisory, LLC 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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