RESQ Dynamic Allocation Fund IWM Holdings History
RESQ Dynamic Allocation Fund's iShares Russell 2000 ETF Holding Summary
As of 2025-03-31, NORTHERN LIGHTS FUND TRUST III held 15,600.00 shares of iShares Russell 2000 ETF(IWM), totaling $3.11 Mil. This investment constitutes 10.26% of their stock portfolio, and NORTHERN LIGHTS FUND TRUST III now holds 0.01% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2020Q3. And since then RESQ Dynamic Allocation Fund has made 4 purchases of IWM, at an average price of $181.65, for a total of 48,100.00 shares. In addition, there have been 3 sales at an average price of $182.32 for 32,500.00 shares. Based on historical transaction data and IWM's current price of $223.08, RESQ Dynamic Allocation Fund's estimated gain on his IWM holdings is $668,145.00, reflecting a 7.65% gain to date.
RESQ Dynamic Allocation Fund IWM ($223.08) Holding Chart
RESQ Dynamic Allocation Fund IWM ($223.08) 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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