Rafferty Asset Management, LLC IWM Holdings History
Rafferty Asset Management, LLC's iShares Russell 2000 ETF Holding Summary
As of 2025-03-31, Rafferty Asset Management, LLC held 6.10 Mil shares of iShares Russell 2000 ETF(IWM), totaling $1.22 Bil. This investment constitutes 5.19% of their stock portfolio, and Rafferty Asset Management, LLC now holds 2.02% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2013Q4. And since then Rafferty Asset Management, LLC has made 22 purchases of IWM, at an average price of $163.37, for a total of 19.03 Mil shares. In addition, there have been 15 sales at an average price of $175.42 for 12.93 Mil shares. Based on historical transaction data and IWM's current price of $223.94, Rafferty Asset Management, LLC's estimated gain on his IWM holdings is $525.23 Mil, reflecting a 16.90% gain to date.
Rafferty Asset Management, LLC IWM ($223.94) Holding Chart
Rafferty Asset Management, LLC IWM ($223.94) 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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