Spahn Wealth & Retirement LLC IWM Holdings History
Number of Shares
68,358.00
Current Holdings Value*
$15.10 Mil
% of Portfolio
9.91%
Total Estimate Gain
$-639,147.30
% of Total Estimate Gain
-4.10%
Spahn Wealth & Retirement LLC's iShares Russell 2000 ETF Holding Summary
As of 2024-12-31, Spahn Wealth & Retirement LLC held 68,358.00 shares of iShares Russell 2000 ETF(IWM), totaling $15.10 Mil. This investment constitutes 9.91% of their stock portfolio, and Spahn Wealth & Retirement LLC now holds 0.02% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2024Q4. Based on historical transaction data and IWM's current price of $218.82, Spahn Wealth & Retirement LLC's estimated gain on his IWM holdings is $-639,147.30, reflecting a -4.10% gain to date.
Spahn Wealth & Retirement LLC IWM ($218.82) Holding Chart
Spahn Wealth & Retirement LLC IWM ($218.82) 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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