Private Capital IWV Holdings History

Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$48,134.40
% of Total Estimate Gain
23.99%

Private Capital's iShares Russell 3000 ETF Holding Summary

As of 2024-03-31, Private Capital Management held - shares of iShares Russell 3000 ETF(IWV), totaling N/A. This investment constitutes 0% of their stock portfolio, and Private Capital Management now holds -% of the outstanding iShares Russell 3000 ETF(IWV) stock.

The initial trade took place in 2009Q1. And since then Private Capital has made 1 purchases of IWV, at an average price of $230.06, for a total of 872.00 shares. In addition, there have been 2 sales at an average price of $285.26 for 872.00 shares. Based on historical transaction data and IWV's current price of $302.69, Private Capital's estimated gain on his IWV holdings is $48,134.40, reflecting a 23.99% gain to date.

Private Capital IWV ($302.69) Holding Chart

Private Capital IWV ($302.69) 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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