Ascent Capital Management, LLC IWM Holdings History
Ascent Capital Management, LLC's iShares Russell 2000 ETF Holding Summary
As of 2025-06-30, Ascent Capital Management, LLC held 9,823.00 shares of iShares Russell 2000 ETF(IWM), totaling $2.12 Mil. This investment constitutes 1.88% of their stock portfolio, and Ascent Capital Management, LLC now holds 0% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2024Q4. And since then Ascent Capital Management, LLC has made 2 purchases of IWM, at an average price of $220.56, for a total of 9,823.00 shares. Based on historical transaction data and IWM's current price of $224.27, Ascent Capital Management, LLC's estimated gain on his IWM holdings is $36,389.75, reflecting a 1.68% gain to date.
Ascent Capital Management, LLC IWM ($224.27) Holding Chart
Ascent Capital Management, LLC IWM ($224.27) 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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