JPMorgan SmartRetirement Blend 2015 Fund IWM Holdings History
JPMorgan SmartRetirement Blend 2015 Fund's iShares Russell 2000 Index Fund Holding Summary
As of 2023-09-30, JPMorgan SmartRetirement Blend 2015 Fund held 2,517.00 shares of iShares Russell 2000 Index Fund(IWM), totaling $444,850.00. This investment constitutes 6.04% of their stock portfolio, and JPMorgan SmartRetirement Blend 2015 Fund now holds 0% of the outstanding iShares Russell 2000 Index Fund(IWM) stock.
The initial trade took place in 2019Q3. And since then JPMorgan SmartRetirement Blend 2015 Fund has made 7 purchases of IWM, at an average price of $167.15, for a total of 6,101.00 shares. In addition, there have been 7 sales at an average price of $189.18 for 3,584.00 shares. Based on historical transaction data and IWM's current price of $298.36, JPMorgan SmartRetirement Blend 2015 Fund's estimated gain on his IWM holdings is $409,220.54, reflecting a 40.13% gain to date.
JPMorgan SmartRetirement Blend 2015 Fund IWM ($298.36) Holding Chart
JPMorgan SmartRetirement Blend 2015 Fund IWM ($298.36) 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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