Private Capital IWM Holdings History

Number of Shares
400.00
Current Holdings Value*
$79,800.00
% of Portfolio
0.01%
Total Estimate Gain
$155,109.54
% of Total Estimate Gain
4.30%

Private Capital's iShares Russell 2000 ETF Holding Summary

As of 2025-03-31, Private Capital Management held 400.00 shares of iShares Russell 2000 ETF(IWM), totaling $79,800.00. This investment constitutes 0.01% of their stock portfolio, and Private Capital Management now holds 0% of the outstanding iShares Russell 2000 ETF(IWM) stock.

The initial trade took place in 2017Q2. And since then Private Capital has made 12 purchases of IWM, at an average price of $164.27, for a total of 21,937.00 shares. In addition, there have been 7 sales at an average price of $160.19 for 18,000.00 shares. Based on historical transaction data and IWM's current price of $222.33, Private Capital's estimated gain on his IWM holdings is $155,109.54, reflecting a 4.30% gain to date.

Private Capital IWM ($222.33) Holding Chart

Private Capital IWM ($222.33) 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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