Spurstone Advisory Services, LLC IWM Holdings History
Spurstone Advisory Services, LLC's iShares Russell 2000 ETF Holding Summary
As of 2025-03-31, Spurstone Advisory Services, LLC held 1,132.00 shares of iShares Russell 2000 ETF(IWM), totaling $225,820.00. This investment constitutes 4.39% of their stock portfolio, and Spurstone Advisory Services, LLC now holds 0% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2024Q4. And since then Spurstone Advisory Services, LLC has made 1 purchases of IWM, at an average price of $228.14, for a total of 1,132.00 shares. Based on historical transaction data and IWM's current price of $223.92, Spurstone Advisory Services, LLC's estimated gain on his IWM holdings is $-4,777.25, reflecting a -1.85% gain to date.
Spurstone Advisory Services, LLC IWM ($223.92) Holding Chart
Spurstone Advisory Services, LLC IWM ($223.92) 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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