Personal Capital Advisors Corp IWM Holdings History
Personal Capital Advisors Corp's iShares Russell 2000 ETF Holding Summary
As of 2022-12-31, Personal Capital Advisors Corp held 6.63 Mil shares of iShares Russell 2000 ETF(IWM), totaling $1.16 Bil. This investment constitutes 5.61% of their stock portfolio, and Personal Capital Advisors Corp now holds 2.26% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2014Q1. And since then Personal Capital Advisors Corp has made 22 purchases of IWM, at an average price of $163.49, for a total of 7.29 Mil shares. In addition, there have been 3 sales at an average price of $205.06 for 660,831.00 shares. Based on historical transaction data and IWM's current price of $224.15, Personal Capital Advisors Corp's estimated gain on his IWM holdings is $429.41 Mil, reflecting a 36.04% gain to date.
Personal Capital Advisors Corp IWM ($224.15) Holding Chart
Personal Capital Advisors Corp IWM ($224.15) 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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