WOA All Asset IWM Holdings History

Number of Shares
14,344.00
Current Holdings Value*
$3.08 Mil
% of Portfolio
13.02%
Total Estimate Gain
$1.36 Mil
% of Total Estimate Gain
19.90%

WOA All Asset 's iShares Russell 2000 ETF Holding Summary

As of 2025-02-28, WOA All Asset held 14,344.00 shares of iShares Russell 2000 ETF(IWM), totaling $3.08 Mil. This investment constitutes 13.02% of their stock portfolio, and WOA All Asset now holds 0% of the outstanding iShares Russell 2000 ETF(IWM) stock.

The initial trade took place in 2023Q4. And since then WOA All Asset has made 2 purchases of IWM, at an average price of $187.21, for a total of 36,560.00 shares. In addition, there have been 2 sales at an average price of $225.23 for 22,216.00 shares. Based on historical transaction data and IWM's current price of $223.27, WOA All Asset 's estimated gain on his IWM holdings is $1.36 Mil, reflecting a 19.90% gain to date.

WOA All Asset IWM ($223.27) Holding Chart

WOA All Asset IWM ($223.27) 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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