Veritable, L.P. IWM Holdings History

Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$76.06 Mil
% of Total Estimate Gain
47.90%

Veritable, L.P.'s iShares Russell 2000 ETF Holding Summary

As of 2023-09-30, Veritable, L.P. held - shares of iShares Russell 2000 ETF(IWM), totaling N/A. This investment constitutes 0% of their stock portfolio, and Veritable, L.P. now holds 0% of the outstanding iShares Russell 2000 ETF(IWM) stock.

The initial trade took place in 2012Q4. And since then Veritable, L.P. has made 14 purchases of IWM, at an average price of $114.23, for a total of 1.39 Mil shares. In addition, there have been 28 sales at an average price of $168.95 for 1.39 Mil shares. Based on historical transaction data and IWM's current price of $223.92, Veritable, L.P.'s estimated gain on his IWM holdings is $76.06 Mil, reflecting a 47.90% gain to date.

Veritable, L.P. IWM ($223.92) Holding Chart

Veritable, L.P. 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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