JAMES BALANCED: GOLDEN RAINBOW FUND IWM Holdings History
JAMES BALANCED: GOLDEN RAINBOW FUND's iShares Russell 2000 ETF Holding Summary
As of 2025-03-31, JAMES BALANCED: GOLDEN RAINBOW FUND held 25,000.00 shares of iShares Russell 2000 ETF(IWM), totaling $4.99 Mil. This investment constitutes 2.52% of their stock portfolio, and JAMES BALANCED: GOLDEN RAINBOW FUND now holds 0.01% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2022Q1. In addition, there have been 2 sales at an average price of $202.10 for 5,000.00 shares. Based on historical transaction data and IWM's current price of $223.92, JAMES BALANCED: GOLDEN RAINBOW FUND's estimated gain on his IWM holdings is $515,800.00, reflecting a 8.47% gain to date.
JAMES BALANCED: GOLDEN RAINBOW FUND IWM ($223.92) Holding Chart
JAMES BALANCED: GOLDEN RAINBOW 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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