William Howard & Co Financial Advisors Inc IWM Holdings History
William Howard & Co Financial Advisors Inc's iShares Russell 2000 ETF Holding Summary
As of 2025-06-30, William Howard & Co Financial Advisors Inc held 48,120.00 shares of iShares Russell 2000 ETF(IWM), totaling $10.38 Mil. This investment constitutes 9.06% of their stock portfolio, and William Howard & Co Financial Advisors Inc now holds 0.02% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2024Q1. And since then William Howard & Co Financial Advisors Inc has made 3 purchases of IWM, at an average price of $199.76, for a total of 49,257.00 shares. In addition, there have been 2 sales at an average price of $207.31 for 1,137.00 shares. Based on historical transaction data and IWM's current price of $221.70, William Howard & Co Financial Advisors Inc's estimated gain on his IWM holdings is $1.06 Mil, reflecting a 10.82% gain to date.
William Howard & Co Financial Advisors Inc IWM ($221.70) Holding Chart
William Howard & Co Financial Advisors Inc IWM ($221.70) 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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