Cedar Capital, LLC IWM Holdings History

Number of Shares
13,321.00
Current Holdings Value*
$2.91 Mil
% of Portfolio
5.31%
Total Estimate Gain
$1.35 Mil
% of Total Estimate Gain
2.65%

Cedar Capital, LLC's iShares Russell 2000 ETF Holding Summary

As of 2021-09-30, Cedar Capital, LLC held 13,321.00 shares of iShares Russell 2000 ETF(IWM), totaling $2.91 Mil. This investment constitutes 5.31% of their stock portfolio, and Cedar Capital, LLC now holds 0% of the outstanding iShares Russell 2000 ETF(IWM) stock.

The initial trade took place in 2018Q2. And since then Cedar Capital, LLC has made 7 purchases of IWM, at an average price of $152.99, for a total of 332,710.00 shares. In addition, there have been 7 sales at an average price of $154.36 for 319,389.00 shares. Based on historical transaction data and IWM's current price of $221.64, Cedar Capital, LLC's estimated gain on his IWM holdings is $1.35 Mil, reflecting a 2.65% gain to date.

Cedar Capital, LLC IWM ($221.64) Holding Chart

Cedar Capital, LLC IWM ($221.64) 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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