Number of Shares
67,000.00
Current Holdings Value*
$68,010.00
% of Portfolio
9.96%
Total Estimate Gain
$52,920.00
% of Total Estimate Gain
1.99%

Birch Grove Capital LP's iShares Russell 2000 ETF Holding Summary

As of 2024-09-30, Birch Grove Capital LP held 67,000.00 shares of iShares Russell 2000 ETF(IWM), totaling $68,010.00. This investment constitutes 9.96% of their stock portfolio, and Birch Grove Capital LP now holds 0.02% of the outstanding iShares Russell 2000 ETF(IWM) stock.

The initial trade took place in 2021Q3. And since then Birch Grove Capital LP has made 1 purchases of IWM, at an average price of $221.07, for a total of 12,000.00 shares. In addition, there have been 1 sales at an average price of $225.48 for 12,000.00 shares. Based on historical transaction data and IWM's current price of $215.48, Birch Grove Capital LP's estimated gain on his IWM holdings is $52,920.00, reflecting a 1.99% gain to date.

Birch Grove Capital LP IWM ($215.48) Holding Chart

Birch Grove Capital LP IWM ($215.48) 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 %

Top Ranked Articles

  • 1