BayBridge Capital Group, LLC IWM Holdings History
Number of Shares
26,747.00
Current Holdings Value*
$5.77 Mil
% of Portfolio
3.71%
Total Estimate Gain
$475,323.75
% of Total Estimate Gain
8.69%
BayBridge Capital Group, LLC's iShares Russell 2000 ETF Holding Summary
As of 2025-06-30, BayBridge Capital Group, LLC held 26,747.00 shares of iShares Russell 2000 ETF(IWM), totaling $5.77 Mil. This investment constitutes 3.71% of their stock portfolio, and BayBridge Capital Group, LLC now holds 0.01% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2024Q1. And since then BayBridge Capital Group, LLC has made 6 purchases of IWM, at an average price of $204.54, for a total of 26,747.00 shares. Based on historical transaction data and IWM's current price of $222.31, BayBridge Capital Group, LLC's estimated gain on his IWM holdings is $475,323.75, reflecting a 8.69% gain to date.
BayBridge Capital Group, LLC IWM ($222.31) Holding Chart
BayBridge Capital Group, LLC IWM ($222.31) 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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