Opportunistic Small Cap Portfolio IWM Holdings History
Opportunistic Small Cap Portfolio's iShares Russell 2000 ETF Holding Summary
As of 2025-03-31, BNY MELLON VARIABLE INVESTMENT FUND held 30,837.00 shares of iShares Russell 2000 ETF(IWM), totaling $6.15 Mil. This investment constitutes 2.39% of their stock portfolio, and BNY MELLON VARIABLE INVESTMENT FUND now holds 0.01% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2019Q3. And since then Opportunistic Small Cap Portfolio has made 4 purchases of IWM, at an average price of $178.55, for a total of 73,150.00 shares. In addition, there have been 4 sales at an average price of $153.55 for 42,313.00 shares. Based on historical transaction data and IWM's current price of $222.33, Opportunistic Small Cap Portfolio's estimated gain on his IWM holdings is $292,174.96, reflecting a 2.24% gain to date.
Opportunistic Small Cap Portfolio IWM ($222.33) Holding Chart
Opportunistic Small Cap Portfolio 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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