ATAC Rotation Fund IWM Holdings History

Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$15.35 Mil
% of Total Estimate Gain
23.64%

ATAC Rotation Fund's iShares Russell 2000 ETF Holding Summary

As of 2025-02-28, Managed Portfolio Series held - shares of iShares Russell 2000 ETF(IWM), totaling N/A. This investment constitutes 0% of their stock portfolio, and Managed Portfolio Series now holds 0% of the outstanding iShares Russell 2000 ETF(IWM) stock.

The initial trade took place in 2020Q4. And since then ATAC Rotation Fund has made 4 purchases of IWM, at an average price of $170.42, for a total of 380,919.00 shares. In addition, there have been 6 sales at an average price of $210.71 for 380,919.00 shares. Based on historical transaction data and IWM's current price of $222.24, ATAC Rotation Fund's estimated gain on his IWM holdings is $15.35 Mil, reflecting a 23.64% gain to date.

ATAC Rotation Fund IWM ($222.24) Holding Chart

ATAC Rotation Fund IWM ($222.24) 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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