SGI Small Cap Core Fund IWM Holdings History
SGI Small Cap Core Fund's iShares Russell 2000 ETF Holding Summary
As of 2025-02-28, SGI Small Cap Core Fund held - shares of iShares Russell 2000 ETF(IWM), totaling N/A. This investment constitutes 0% of their stock portfolio, and SGI Small Cap Core Fund now holds 0% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2022Q1. And since then SGI Small Cap Core Fund has made 4 purchases of IWM, at an average price of $197.67, for a total of 15,654.00 shares. In addition, there have been 4 sales at an average price of $205.61 for 15,654.00 shares. Based on historical transaction data and IWM's current price of $221.68, SGI Small Cap Core Fund's estimated gain on his IWM holdings is $124,344.18, reflecting a 4.02% gain to date.
SGI Small Cap Core Fund IWM ($221.68) Holding Chart
SGI Small Cap Core Fund IWM ($221.68) 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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