Number of Shares
8,919.00
Current Holdings Value*
$1.78 Mil
% of Portfolio
6.69%
Total Estimate Gain
$-51,260.40
% of Total Estimate Gain
-1.22%

Lazard Opportunistic Strategies Portfolio's iShares Russell 2000 ETF Holding Summary

As of 2025-03-31, LAZARD FUNDS INC held 8,919.00 shares of iShares Russell 2000 ETF(IWM), totaling $1.78 Mil. This investment constitutes 6.69% of their stock portfolio, and LAZARD FUNDS INC now holds 0% of the outstanding iShares Russell 2000 ETF(IWM) stock.

The initial trade took place in 2021Q3. And since then Lazard Opportunistic Strategies Portfolio has made 1 purchases of IWM, at an average price of $201.43, for a total of 20,873.00 shares. In addition, there have been 5 sales at an average price of $179.70 for 11,954.00 shares. Based on historical transaction data and IWM's current price of $224.80, Lazard Opportunistic Strategies Portfolio's estimated gain on his IWM holdings is $-51,260.40, reflecting a -1.22% gain to date.

Lazard Opportunistic Strategies Portfolio IWM ($224.80) Holding Chart

Lazard Opportunistic Strategies Portfolio IWM ($224.80) 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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