WEALTHSPAN PARTNERS, LLC IWM Holdings History
WEALTHSPAN PARTNERS, LLC's iShares Russell 2000 ETF Holding Summary
As of 2025-03-31, WEALTHSPAN PARTNERS, LLC held 13,893.00 shares of iShares Russell 2000 ETF(IWM), totaling $2.77 Mil. This investment constitutes 1.28% of their stock portfolio, and WEALTHSPAN PARTNERS, LLC now holds 0% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2024Q3. And since then WEALTHSPAN PARTNERS, LLC has made 3 purchases of IWM, at an average price of $220.36, for a total of 13,893.00 shares. Based on historical transaction data and IWM's current price of $223.55, WEALTHSPAN PARTNERS, LLC's estimated gain on his IWM holdings is $44,327.43, reflecting a 1.45% gain to date.
WEALTHSPAN PARTNERS, LLC IWM ($223.55) Holding Chart
WEALTHSPAN PARTNERS, LLC IWM ($223.55) 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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