Spectrum Wealth Counsel, LLC IWM Holdings History
Spectrum Wealth Counsel, LLC's iShares Russell 2000 ETF Holding Summary
As of 2025-03-31, Spectrum Wealth Counsel, LLC held 2,104.00 shares of iShares Russell 2000 ETF(IWM), totaling $419,730.00. This investment constitutes 0.05% of their stock portfolio, and Spectrum Wealth Counsel, LLC now holds 0% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2024Q2. And since then Spectrum Wealth Counsel, LLC has made 3 purchases of IWM, at an average price of $214.01, for a total of 26,217.00 shares. In addition, there have been 1 sales at an average price of $216.92 for 24,113.00 shares. Based on historical transaction data and IWM's current price of $222.33, Spectrum Wealth Counsel, LLC's estimated gain on his IWM holdings is $87,633.27, reflecting a 1.56% gain to date.
Spectrum Wealth Counsel, LLC IWM ($222.33) Holding Chart
Spectrum Wealth Counsel, 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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