Waypoint Wealth Counsel IWM Holdings History
waypoint wealth counsel's iShares Russell 2000 ETF Holding Summary
As of 2025-03-31, waypoint wealth counsel held 20,218.00 shares of iShares Russell 2000 ETF(IWM), totaling $4.03 Mil. This investment constitutes 2.53% of their stock portfolio, and waypoint wealth counsel now holds 0.01% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2022Q4. And since then waypoint wealth counsel has made 6 purchases of IWM, at an average price of $186.84, for a total of 24,047.00 shares. In addition, there have been 3 sales at an average price of $209.57 for 3,829.00 shares. Based on historical transaction data and IWM's current price of $214.47, waypoint wealth counsel's estimated gain on his IWM holdings is $645,572.34, reflecting a 14.37% gain to date.
waypoint wealth counsel IWM ($214.47) Holding Chart
waypoint wealth counsel IWM ($214.47) 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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