UNIONVIEW, LLC IWM Holdings History

Number of Shares
22,337.00
Current Holdings Value*
$4.94 Mil
% of Portfolio
3.62%
Total Estimate Gain
$-56,121.69
% of Total Estimate Gain
-1.06%

UNIONVIEW, LLC's iShares Russell 2000 ETF Holding Summary

As of 2024-12-31, UNIONVIEW, LLC held 22,337.00 shares of iShares Russell 2000 ETF(IWM), totaling $4.94 Mil. This investment constitutes 3.62% of their stock portfolio, and UNIONVIEW, LLC now holds 0.01% of the outstanding iShares Russell 2000 ETF(IWM) stock.

The initial trade took place in 2021Q4. And since then UNIONVIEW, LLC has made 8 purchases of IWM, at an average price of $223.96, for a total of 23,635.00 shares. In addition, there have been 4 sales at an average price of $181.41 for 1,298.00 shares. Based on historical transaction data and IWM's current price of $223.92, UNIONVIEW, LLC's estimated gain on his IWM holdings is $-56,121.69, reflecting a -1.06% gain to date.

UNIONVIEW, LLC IWM ($223.92) Holding Chart

UNIONVIEW, LLC IWM ($223.92) 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 %

Top Ranked Articles

  • 1