MSA Advisors, LLC IWM Holdings History
Number of Shares
67,000.00
Current Holdings Value*
$13.37 Mil
% of Portfolio
3.42%
Total Estimate Gain
$558,780.00
% of Total Estimate Gain
3.90%
MSA Advisors, LLC's iShares Russell 2000 ETF Holding Summary
As of 2025-03-31, MSA Advisors, LLC held 67,000.00 shares of iShares Russell 2000 ETF(IWM), totaling $13.37 Mil. This investment constitutes 3.42% of their stock portfolio, and MSA Advisors, LLC now holds 0.02% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2024Q3. And since then MSA Advisors, LLC has made 1 purchases of IWM, at an average price of $213.99, for a total of 67,000.00 shares. Based on historical transaction data and IWM's current price of $222.33, MSA Advisors, LLC's estimated gain on his IWM holdings is $558,780.00, reflecting a 3.90% gain to date.
MSA Advisors, LLC IWM ($222.33) Holding Chart
MSA Advisors, LLC IWM ($222.33) 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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