Stevard, LLC IWM Holdings History
Stevard, LLC's iShares Russell 2000 ETF Holding Summary
As of 2024-12-31, Stevard, LLC held 1,195.00 shares of iShares Russell 2000 ETF(IWM), totaling $264,050.00. This investment constitutes 0.99% of their stock portfolio, and Stevard, LLC now holds 0% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2019Q4. And since then Stevard, LLC has made 5 purchases of IWM, at an average price of $165.29, for a total of 3,911.00 shares. In addition, there have been 2 sales at an average price of $133.67 for 2,716.00 shares. Based on historical transaction data and IWM's current price of $223.08, Stevard, LLC's estimated gain on his IWM holdings is $-16,806.34, reflecting a -2.60% gain to date.
Stevard, LLC IWM ($223.08) Holding Chart
Stevard, LLC IWM ($223.08) 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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