DCF Advisers, LLC IWM Holdings History
DCF Advisers, LLC's iShares Russell 2000 ETF Holding Summary
As of 2025-03-31, DCF Advisers, LLC held 3,000.00 shares of iShares Russell 2000 ETF(IWM), totaling $598,470.00. This investment constitutes 0.29% of their stock portfolio, and DCF Advisers, LLC now holds 0% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2023Q2. And since then DCF Advisers, LLC has made 2 purchases of IWM, at an average price of $184.92, for a total of 11,500.00 shares. In addition, there have been 2 sales at an average price of $216.66 for 8,500.00 shares. Based on historical transaction data and IWM's current price of $226.01, DCF Advisers, LLC's estimated gain on his IWM holdings is $393,064.50, reflecting a 18.48% gain to date.
DCF Advisers, LLC IWM ($226.01) Holding Chart
DCF Advisers, LLC IWM ($226.01) 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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