Popular Total Return Fund Inc IWM Holdings History
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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