Triangle Securities Wealth Management IWM Holdings History
Triangle Securities Wealth Management's iShares Russell 2000 ETF Holding Summary
As of 2025-03-31, Triangle Securities Wealth Management held 2,660.00 shares of iShares Russell 2000 ETF(IWM), totaling $530,690.00. This investment constitutes 0.14% of their stock portfolio, and Triangle Securities Wealth Management now holds 0% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2014Q2. And since then Triangle Securities Wealth Management has made 4 purchases of IWM, at an average price of $150.99, for a total of 7,442.00 shares. In addition, there have been 2 sales at an average price of $115.08 for 4,782.00 shares. Based on historical transaction data and IWM's current price of $210.87, Triangle Securities Wealth Management's estimated gain on his IWM holdings is $-12,434.88, reflecting a -1.11% gain to date.
Triangle Securities Wealth Management IWM ($210.87) Holding Chart
Triangle Securities Wealth Management IWM ($210.87) 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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