Number of Shares
544,607.00
Current Holdings Value*
$139.16 Mil
% of Portfolio
5.07%
Total Estimate Gain
$101.12 Mil
% of Total Estimate Gain
112.24%

Cohen Klingenstein LLC's iShares Russell 2000 Growth ETF Holding Summary

As of 2025-03-31, Cohen Klingenstein LLC held 544,607.00 shares of iShares Russell 2000 Growth ETF(IWO), totaling $139.16 Mil. This investment constitutes 5.07% of their stock portfolio, and Cohen Klingenstein LLC now holds 1.27% of the outstanding iShares Russell 2000 Growth ETF(IWO) stock.

The initial trade took place in 2013Q4. And since then Cohen Klingenstein LLC has made 1 purchases of IWO, at an average price of $129.68, for a total of 694,785.00 shares. In addition, there have been 19 sales at an average price of $248.18 for 150,178.00 shares. Based on historical transaction data and IWO's current price of $282.68, Cohen Klingenstein LLC's estimated gain on his IWO holdings is $101.12 Mil, reflecting a 112.24% gain to date.

Cohen Klingenstein LLC IWO ($282.68) Holding Chart

Cohen Klingenstein LLC IWO ($282.68) 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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