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
$1.41 Mil
% of Total Estimate Gain
20.61%
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 $226.68, WOA All Asset 's estimated gain on his IWM holdings is $1.41 Mil, reflecting a 20.61% gain to date.
WOA All Asset IWM ($226.68) Holding Chart
WOA All Asset IWM ($226.68) 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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