TIAA Kaspick, LLC IWM Holdings History

Number of Shares
5,902.00
Current Holdings Value*
$1.29 Mil
% of Portfolio
5.34%
Total Estimate Gain
$-334,149.59
% of Total Estimate Gain
-4.22%

TIAA Kaspick, LLC's iShares Russell 2000 ETF Holding Summary

As of 2021-09-30, TIAA Kaspick, LLC held 5,902.00 shares of iShares Russell 2000 ETF(IWM), totaling $1.29 Mil. This investment constitutes 5.34% of their stock portfolio, and TIAA Kaspick, LLC now holds 0% of the outstanding iShares Russell 2000 ETF(IWM) stock.

The initial trade took place in 2018Q4. And since then TIAA Kaspick, LLC has made 2 purchases of IWM, at an average price of $151.24, for a total of 52,365.00 shares. In addition, there have been 5 sales at an average price of $134.82 for 46,463.00 shares. Based on historical transaction data and IWM's current price of $223.92, TIAA Kaspick, LLC's estimated gain on his IWM holdings is $-334,149.59, reflecting a -4.22% gain to date.

TIAA Kaspick, LLC IWM ($223.92) Holding Chart

TIAA Kaspick, LLC IWM ($223.92) 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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