Small Cap Dynamic Growth Fund IWO Holdings History
Small Cap Dynamic Growth Fund's iShares Russell 2000 Growth ETF Holding Summary
As of 2025-02-28, Small Cap Dynamic Growth Fund held 28,500.00 shares of iShares Russell 2000 Growth ETF(IWO), totaling $7.89 Mil. This investment constitutes 3.31% of their stock portfolio, and Small Cap Dynamic Growth Fund now holds 0.07% of the outstanding iShares Russell 2000 Growth ETF(IWO) stock.
The initial trade took place in 2023Q4. And since then Small Cap Dynamic Growth Fund has made 3 purchases of IWO, at an average price of $234.80, for a total of 73,100.00 shares. In addition, there have been 3 sales at an average price of $272.82 for 44,600.00 shares. Based on historical transaction data and IWO's current price of $292.05, Small Cap Dynamic Growth Fund's estimated gain on his IWO holdings is $3.33 Mil, reflecting a 19.38% gain to date.
Small Cap Dynamic Growth Fund IWO ($292.05) Holding Chart
Small Cap Dynamic Growth Fund IWO ($292.05) 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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