Number of Shares
64,768.00
Current Holdings Value*
$18.12 Mil
% of Portfolio
2.64%
Total Estimate Gain
$9.89 Mil
% of Total Estimate Gain
28.49%

PMC Diversified Equity Fund's iShares Russell 1000 ETF Holding Summary

As of 2024-02-29, TRUST FOR PROFESSIONAL MANAGERS held 64,768.00 shares of iShares Russell 1000 ETF(IWB), totaling $18.12 Mil. This investment constitutes 2.64% of their stock portfolio, and TRUST FOR PROFESSIONAL MANAGERS now holds -% of the outstanding iShares Russell 1000 ETF(IWB) stock.

The initial trade took place in 2020Q2. And since then PMC Diversified Equity Fund has made 2 purchases of IWB, at an average price of $213.50, for a total of 162,608.00 shares. In addition, there have been 4 sales at an average price of $227.42 for 97,840.00 shares. Based on historical transaction data and IWB's current price of $345.18, PMC Diversified Equity Fund's estimated gain on his IWB holdings is $9.89 Mil, reflecting a 28.49% gain to date.

PMC Diversified Equity Fund IWB ($345.18) Holding Chart

PMC Diversified Equity Fund IWB ($345.18) 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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