Number of Shares
51,061.00
Current Holdings Value*
$10.19 Mil
% of Portfolio
7.35%
Total Estimate Gain
$7.10 Mil
% of Total Estimate Gain
15.06%

BLUEFIN CAPITAL MANAGEMENT, LLC's iShares Russell 2000 ETF Holding Summary

As of 2025-03-31, BLUEFIN CAPITAL MANAGEMENT, LLC held 51,061.00 shares of iShares Russell 2000 ETF(IWM), totaling $10.19 Mil. This investment constitutes 7.35% of their stock portfolio, and BLUEFIN CAPITAL MANAGEMENT, LLC now holds 0.02% of the outstanding iShares Russell 2000 ETF(IWM) stock.

The initial trade took place in 2020Q3. And since then BLUEFIN CAPITAL MANAGEMENT, LLC has made 4 purchases of IWM, at an average price of $180.46, for a total of 261,263.00 shares. In addition, there have been 8 sales at an average price of $203.32 for 210,202.00 shares. Based on historical transaction data and IWM's current price of $225.45, BLUEFIN CAPITAL MANAGEMENT, LLC's estimated gain on his IWM holdings is $7.10 Mil, reflecting a 15.06% gain to date.

BLUEFIN CAPITAL MANAGEMENT, LLC IWM ($225.45) Holding Chart

BLUEFIN CAPITAL MANAGEMENT, LLC IWM ($225.45) 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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