Private Capital IWB Holdings History

Number of Shares
708.00
Current Holdings Value*
$217,310.00
% of Portfolio
0.02%
Total Estimate Gain
$50,345.88
% of Total Estimate Gain
25.95%

Private Capital's iShares Russell 1000 ETF Holding Summary

As of 2025-03-31, Private Capital Management held 708.00 shares of iShares Russell 1000 ETF(IWB), totaling $217,310.00. This investment constitutes 0.02% of their stock portfolio, and Private Capital Management now holds 0% of the outstanding iShares Russell 1000 ETF(IWB) stock.

The initial trade took place in 2024Q1. And since then Private Capital has made 1 purchases of IWB, at an average price of $274.07, for a total of 708.00 shares. Based on historical transaction data and IWB's current price of $345.18, Private Capital's estimated gain on his IWB holdings is $50,345.88, reflecting a 25.95% gain to date.

Private Capital IWB ($345.18) Holding Chart

Private Capital 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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