Number of Shares
22,988.00
Current Holdings Value*
$2.55 Mil
% of Portfolio
2.3%
Total Estimate Gain
$946,160.47
% of Total Estimate Gain
26.42%

CAMELOT TECHNOLOGY ADVISORS, INC.'s iShares Micro-Cap ETF Holding Summary

As of 2025-03-31, CAMELOT TECHNOLOGY ADVISORS, INC. held 22,988.00 shares of iShares Micro-Cap ETF(IWC), totaling $2.55 Mil. This investment constitutes 2.3% of their stock portfolio, and CAMELOT TECHNOLOGY ADVISORS, INC. now holds 0.32% of the outstanding iShares Micro-Cap ETF(IWC) stock.

The initial trade took place in 2023Q4. In addition, there have been 5 sales at an average price of $122.27 for 12,321.00 shares. Based on historical transaction data and IWC's current price of $131.39, CAMELOT TECHNOLOGY ADVISORS, INC.'s estimated gain on his IWC holdings is $946,160.47, reflecting a 26.42% gain to date.

CAMELOT TECHNOLOGY ADVISORS, INC. IWC ($131.39) Holding Chart

CAMELOT TECHNOLOGY ADVISORS, INC. IWC ($131.39) 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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