Trellis Advisors, LLC IWM Holdings History
Trellis Advisors, LLC's iShares Russell 2000 ETF Holding Summary
As of 2023-12-31, Trellis Advisors, LLC held - shares of iShares Russell 2000 ETF(IWM), totaling N/A. This investment constitutes 0% of their stock portfolio, and Trellis Advisors, LLC now holds 0% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2018Q2. And since then Trellis Advisors, LLC has made 3 purchases of IWM, at an average price of $161.34, for a total of 2,092.00 shares. In addition, there have been 3 sales at an average price of $185.02 for 2,092.00 shares. Based on historical transaction data and IWM's current price of $218.01, Trellis Advisors, LLC's estimated gain on his IWM holdings is $49,548.70, reflecting a 14.68% gain to date.
Trellis Advisors, LLC IWM ($218.01) Holding Chart
Trellis Advisors, LLC IWM ($218.01) 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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