Number of Shares
122,201.00
Current Holdings Value*
$38.82 Mil
% of Portfolio
15.59%
Total Estimate Gain
$31.62 Mil
% of Total Estimate Gain
4.81%

STRATEGIC INVESTMENT MANAGEMENT, LLC's iShares Russell 3000 ETF Holding Summary

As of 2025-03-31, STRATEGIC INVESTMENT MANAGEMENT, LLC held 122,201.00 shares of iShares Russell 3000 ETF(IWV), totaling $38.82 Mil. This investment constitutes 15.59% of their stock portfolio, and STRATEGIC INVESTMENT MANAGEMENT, LLC now holds 0.27% of the outstanding iShares Russell 3000 ETF(IWV) stock.

The initial trade took place in 2014Q1. And since then STRATEGIC INVESTMENT MANAGEMENT, LLC has made 12 purchases of IWV, at an average price of $164.87, for a total of 3.99 Mil shares. In addition, there have been 21 sales at an average price of $166.96 for 3.87 Mil shares. Based on historical transaction data and IWV's current price of $357.61, STRATEGIC INVESTMENT MANAGEMENT, LLC's estimated gain on his IWV holdings is $31.62 Mil, reflecting a 4.81% gain to date.

STRATEGIC INVESTMENT MANAGEMENT, LLC IWV ($357.61) Holding Chart

STRATEGIC INVESTMENT MANAGEMENT, LLC IWV ($357.61) 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 %

Top Ranked Articles

  • 1