James Alpha EHS Fund IWB Holdings History
James Alpha EHS Fund's iShares Russell 1000 ETF Holding Summary
As of 2021-02-28, James Alpha EHS Fund held 921.00 shares of iShares Russell 1000 ETF(IWB), totaling $199,170.00. This investment constitutes 4.44% of their stock portfolio, and James Alpha EHS Fund now holds 0% of the outstanding iShares Russell 1000 ETF(IWB) stock.
The initial trade took place in 2020Q2. And since then James Alpha EHS Fund has made 2 purchases of IWB, at an average price of $200.86, for a total of 1,063.00 shares. In addition, there have been 1 sales at an average price of $189.79 for 142.00 shares. Based on historical transaction data and IWB's current price of $342.67, James Alpha EHS Fund's estimated gain on his IWB holdings is $129,037.40, reflecting a 60.44% gain to date.
James Alpha EHS Fund IWB ($342.67) Holding Chart
James Alpha EHS Fund IWB ($342.67) 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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