IBM Retirement Fund IWM Holdings History

Number of Shares
425,893.00
Current Holdings Value*
$72.13 Mil
% of Portfolio
100%
Total Estimate Gain
$76.02 Mil
% of Total Estimate Gain
32.58%

IBM Retirement Fund's iShares Russell 2000 ETF Holding Summary

As of 2022-06-30, IBM Retirement Fund held 425,893.00 shares of iShares Russell 2000 ETF(IWM), totaling $72.13 Mil. This investment constitutes 100% of their stock portfolio, and IBM Retirement Fund now holds 0.15% of the outstanding iShares Russell 2000 ETF(IWM) stock.

The initial trade took place in 2014Q1. And since then IBM Retirement Fund has made 5 purchases of IWM, at an average price of $140.20, for a total of 1.66 Mil shares. In addition, there have been 7 sales at an average price of $173.09 for 1.24 Mil shares. Based on historical transaction data and IWM's current price of $223.08, IBM Retirement Fund's estimated gain on his IWM holdings is $76.02 Mil, reflecting a 32.58% gain to date.

IBM Retirement Fund IWM ($223.08) Holding Chart

IBM Retirement Fund IWM ($223.08) 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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