HENGEHOLD CAPITAL MANAGEMENT LLC IWM Holdings History
HENGEHOLD CAPITAL MANAGEMENT LLC's iShares Russell 2000 ETF Holding Summary
As of 2025-03-31, HENGEHOLD CAPITAL MANAGEMENT LLC held 91,263.00 shares of iShares Russell 2000 ETF(IWM), totaling $18.21 Mil. This investment constitutes 1.73% of their stock portfolio, and HENGEHOLD CAPITAL MANAGEMENT LLC now holds 0.03% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2013Q4. And since then HENGEHOLD CAPITAL MANAGEMENT LLC has made 16 purchases of IWM, at an average price of $183.51, for a total of 238,118.00 shares. In addition, there have been 3 sales at an average price of $207.02 for 146,855.00 shares. Based on historical transaction data and IWM's current price of $194.12, HENGEHOLD CAPITAL MANAGEMENT LLC's estimated gain on his IWM holdings is $4.42 Mil, reflecting a 10.12% gain to date.
HENGEHOLD CAPITAL MANAGEMENT LLC IWM ($194.12) Holding Chart
HENGEHOLD CAPITAL MANAGEMENT LLC IWM ($194.12) 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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