Number of Shares
107,435.00
Current Holdings Value*
$18.20 Mil
% of Portfolio
13.18%
Total Estimate Gain
$5.87 Mil
% of Total Estimate Gain
30.70%

Cordasco Financial Network's iShares Russell 2000 ETF Holding Summary

As of 2022-06-30, Cordasco Financial Network held 107,435.00 shares of iShares Russell 2000 ETF(IWM), totaling $18.20 Mil. This investment constitutes 13.18% of their stock portfolio, and Cordasco Financial Network now holds 0.04% of the outstanding iShares Russell 2000 ETF(IWM) stock.

The initial trade took place in 2014Q3. And since then Cordasco Financial Network has made 13 purchases of IWM, at an average price of $163.90, for a total of 116,712.00 shares. In addition, there have been 7 sales at an average price of $160.91 for 9,277.00 shares. Based on historical transaction data and IWM's current price of $218.82, Cordasco Financial Network's estimated gain on his IWM holdings is $5.87 Mil, reflecting a 30.70% gain to date.

Cordasco Financial Network IWM ($218.82) Holding Chart

Cordasco Financial Network IWM ($218.82) 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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