Column Small Cap Fund IWN Holdings History

Number of Shares
18,685.00
Current Holdings Value*
$3.01 Mil
% of Portfolio
0.73%
Total Estimate Gain
$-84,047.50
% of Total Estimate Gain
-2.67%

Column Small Cap Fund's iShares Russell 2000 Value ETF Holding Summary

As of 2025-02-28, Column Small Cap Fund held 18,685.00 shares of iShares Russell 2000 Value ETF(IWN), totaling $3.01 Mil. This investment constitutes 0.73% of their stock portfolio, and Column Small Cap Fund now holds 0.03% of the outstanding iShares Russell 2000 Value ETF(IWN) stock.

The initial trade took place in 2024Q4. And since then Column Small Cap Fund has made 2 purchases of IWN, at an average price of $168.40, for a total of 18,685.00 shares. Based on historical transaction data and IWN's current price of $163.90, Column Small Cap Fund's estimated gain on his IWN holdings is $-84,047.50, reflecting a -2.67% gain to date.

Column Small Cap Fund IWN ($163.90) Holding Chart

Column Small Cap Fund IWN ($163.90) 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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