DGI Balanced Fund IWM Holdings History
DGI Balanced Fund's iShares Russell 2000 ETF Holding Summary
As of 2025-03-31, DGI Investment Trust held 194,800.00 shares of iShares Russell 2000 ETF(IWM), totaling $38.86 Mil. This investment constitutes 25.64% of their stock portfolio, and DGI Investment Trust now holds 0.07% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2021Q3. And since then DGI Balanced Fund has made 3 purchases of IWM, at an average price of $212.49, for a total of 199,000.00 shares. In addition, there have been 1 sales at an average price of $228.17 for 4,200.00 shares. Based on historical transaction data and IWM's current price of $223.92, DGI Balanced Fund's estimated gain on his IWM holdings is $2.29 Mil, reflecting a 5.42% gain to date.
DGI Balanced Fund IWM ($223.92) Holding Chart
DGI Balanced Fund IWM ($223.92) 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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