Topsail Wealth Management, LLC IWM Holdings History
Topsail Wealth Management, LLC's iShares Russell 2000 ETF Holding Summary
As of 2025-03-31, Topsail Wealth Management, LLC held 7,756.00 shares of iShares Russell 2000 ETF(IWM), totaling $1.55 Mil. This investment constitutes 0.31% of their stock portfolio, and Topsail Wealth Management, LLC now holds 0% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2024Q4. And since then Topsail Wealth Management, LLC has made 1 purchases of IWM, at an average price of $222.40, for a total of 7,756.00 shares. Based on historical transaction data and IWM's current price of $223.55, Topsail Wealth Management, LLC's estimated gain on his IWM holdings is $8,953.53, reflecting a 0.52% gain to date.
Topsail Wealth Management, LLC IWM ($223.55) Holding Chart
Topsail Wealth Management, LLC IWM ($223.55) 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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