RiverPoint Capital Management, LLC IWM Holdings History
Number of Shares
303,970.00
Current Holdings Value*
$51.23 Mil
% of Portfolio
2.83%
Total Estimate Gain
$32.17 Mil
% of Total Estimate Gain
74.31%
RiverPoint Capital Management, LLC's iShares Russell 2000 ETF Holding Summary
As of 2018-09-30, RiverPoint Capital Management, LLC held 303,970.00 shares of iShares Russell 2000 ETF(IWM), totaling $51.23 Mil. This investment constitutes 2.83% of their stock portfolio, and RiverPoint Capital Management, LLC now holds 0.1% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2015Q4. And since then RiverPoint Capital Management, LLC has made 4 purchases of IWM, at an average price of $118.21, for a total of 366,243.00 shares. Based on historical transaction data and IWM's current price of $215.48, RiverPoint Capital Management, LLC's estimated gain on his IWM holdings is $32.17 Mil, reflecting a 74.31% gain to date.
RiverPoint Capital Management, LLC IWM ($215.48) Holding Chart
RiverPoint Capital Management, LLC IWM ($215.48) 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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