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 % |
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