Epstein & White Financial LLC SMMD Holdings History
Epstein & White Financial LLC's iShares Russell 2500 ETF Holding Summary
As of 2021-06-30, Epstein & White Financial LLC held 192,817.00 shares of iShares Russell 2500 ETF(SMMD), totaling $12.79 Mil. This investment constitutes 3.37% of their stock portfolio, and Epstein & White Financial LLC now holds 2.75% of the outstanding iShares Russell 2500 ETF(SMMD) stock.
The initial trade took place in 2021Q2. And since then Epstein & White Financial LLC has made 1 purchases of SMMD, at an average price of $64.91, for a total of 192,817.00 shares. Based on historical transaction data and SMMD's current price of $69.78, Epstein & White Financial LLC's estimated gain on his SMMD holdings is $939,018.79, reflecting a 7.50% gain to date.
Epstein & White Financial LLC SMMD ($69.78) Holding Chart
Epstein & White Financial LLC SMMD ($69.78) 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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