TRUE Private Wealth Advisors IWM Holdings History
TRUE Private Wealth Advisors's iShares Russell 2000 ETF Holding Summary
As of 2025-03-31, TRUE Private Wealth Advisors held 58,816.00 shares of iShares Russell 2000 ETF(IWM), totaling $11.73 Mil. This investment constitutes 1.43% of their stock portfolio, and TRUE Private Wealth Advisors now holds 0.02% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2018Q2. And since then TRUE Private Wealth Advisors has made 9 purchases of IWM, at an average price of $189.35, for a total of 138,643.00 shares. In addition, there have been 6 sales at an average price of $215.18 for 79,827.00 shares. Based on historical transaction data and IWM's current price of $222.13, TRUE Private Wealth Advisors's estimated gain on his IWM holdings is $3.99 Mil, reflecting a 15.20% gain to date.
TRUE Private Wealth Advisors IWM ($222.13) Holding Chart
TRUE Private Wealth Advisors IWM ($222.13) 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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