MILES CAPITAL, INC. IWM Holdings History

Number of Shares
17,812.00
Current Holdings Value*
$2.04 Mil
% of Portfolio
2.2%
Total Estimate Gain
$2.16 Mil
% of Total Estimate Gain
23.62%

MILES CAPITAL, INC.'s iShares Russell 2000 ETF Holding Summary

As of 2020-03-31, MILES CAPITAL, INC. held 17,812.00 shares of iShares Russell 2000 ETF(IWM), totaling $2.04 Mil. This investment constitutes 2.2% of their stock portfolio, and MILES CAPITAL, INC. now holds 0.01% of the outstanding iShares Russell 2000 ETF(IWM) stock.

The initial trade took place in 2014Q1. And since then MILES CAPITAL, INC. has made 5 purchases of IWM, at an average price of $120.80, for a total of 75,661.00 shares. In addition, there have been 12 sales at an average price of $127.12 for 57,849.00 shares. Based on historical transaction data and IWM's current price of $221.43, MILES CAPITAL, INC.'s estimated gain on his IWM holdings is $2.16 Mil, reflecting a 23.62% gain to date.

MILES CAPITAL, INC. IWM ($221.43) Holding Chart

MILES CAPITAL, INC. IWM ($221.43) 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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