Number of Shares
6,490.00
Current Holdings Value*
$1.29 Mil
% of Portfolio
3.28%
Total Estimate Gain
$359,390.40
% of Total Estimate Gain
10.89%

Popular Total Return Fund Inc's iShares Russell 2000 ETF Holding Summary

As of 2025-03-31, Popular Total Return Fund Inc held 6,490.00 shares of iShares Russell 2000 ETF(IWM), totaling $1.29 Mil. This investment constitutes 3.28% of their stock portfolio, and Popular Total Return Fund Inc now holds 0% of the outstanding iShares Russell 2000 ETF(IWM) stock.

The initial trade took place in 2022Q2. In addition, there have been 6 sales at an average price of $194.39 for 11,410.00 shares. Based on historical transaction data and IWM's current price of $221.93, Popular Total Return Fund Inc's estimated gain on his IWM holdings is $359,390.40, reflecting a 10.89% gain to date.

Popular Total Return Fund Inc IWM ($221.93) Holding Chart

Popular Total Return Fund Inc IWM ($221.93) 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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