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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