Number of Shares
22,492.00
Current Holdings Value*
$4.49 Mil
% of Portfolio
0.35%
Total Estimate Gain
$-8,641.61
% of Total Estimate Gain
-0.17%

Clear Harbor Asset Management, LLC's iShares Russell 2000 ETF Holding Summary

As of 2025-03-31, Clear Harbor Asset Management, LLC held 22,492.00 shares of iShares Russell 2000 ETF(IWM), totaling $4.49 Mil. This investment constitutes 0.35% of their stock portfolio, and Clear Harbor Asset Management, LLC now holds 0.01% of the outstanding iShares Russell 2000 ETF(IWM) stock.

The initial trade took place in 2014Q2. And since then Clear Harbor Asset Management, LLC has made 7 purchases of IWM, at an average price of $220.04, for a total of 22,999.00 shares. In addition, there have been 6 sales at an average price of $129.44 for 507.00 shares. Based on historical transaction data and IWM's current price of $221.70, Clear Harbor Asset Management, LLC's estimated gain on his IWM holdings is $-8,641.61, reflecting a -0.17% gain to date.

Clear Harbor Asset Management, LLC IWM ($221.70) Holding Chart

Clear Harbor Asset Management, LLC IWM ($221.70) 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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