Viewpoint Capital Management LLC IWM Holdings History
Viewpoint Capital Management LLC's iShares Russell 2000 ETF Holding Summary
As of 2025-03-31, Viewpoint Capital Management LLC held 9,888.00 shares of iShares Russell 2000 ETF(IWM), totaling $1.97 Mil. This investment constitutes 1.06% of their stock portfolio, and Viewpoint Capital Management LLC now holds 0% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2022Q4. And since then Viewpoint Capital Management LLC has made 8 purchases of IWM, at an average price of $206.31, for a total of 9,888.00 shares. Based on historical transaction data and IWM's current price of $215.83, Viewpoint Capital Management LLC's estimated gain on his IWM holdings is $94,105.27, reflecting a 4.61% gain to date.
Viewpoint Capital Management LLC IWM ($215.83) Holding Chart
Viewpoint Capital Management LLC IWM ($215.83) 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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