WesMark Tactical Opportunity Fund IWM Holdings History
WesMark Tactical Opportunity Fund's iShares Russell 2000 ETF Holding Summary
As of 2025-03-31, WESMARK FUNDS held 24,932.00 shares of iShares Russell 2000 ETF(IWM), totaling $4.97 Mil. This investment constitutes 10.89% of their stock portfolio, and WESMARK FUNDS now holds 0.01% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2020Q1. And since then WesMark Tactical Opportunity Fund has made 8 purchases of IWM, at an average price of $194.54, for a total of 37,330.00 shares. In addition, there have been 2 sales at an average price of $181.66 for 12,398.00 shares. Based on historical transaction data and IWM's current price of $214.34, WesMark Tactical Opportunity Fund's estimated gain on his IWM holdings is $334,034.80, reflecting a 4.60% gain to date.
WesMark Tactical Opportunity Fund IWM ($214.34) Holding Chart
WesMark Tactical Opportunity Fund IWM ($214.34) 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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