Angeles Investment Advisors, LLC IWP Holdings History
Angeles Investment Advisors, LLC's iShares Russell Mid-Cap Growth ETF Holding Summary
As of 2025-03-31, Angeles Investment Advisors, LLC held - shares of iShares Russell Mid-Cap Growth ETF(IWP), totaling N/A. This investment constitutes 0% of their stock portfolio, and Angeles Investment Advisors, LLC now holds 0% of the outstanding iShares Russell Mid-Cap Growth ETF(IWP) stock.
The initial trade took place in 2023Q4. And since then Angeles Investment Advisors, LLC has made 3 purchases of IWP, at an average price of $117.28, for a total of 986,800.00 shares. In addition, there have been 2 sales at an average price of $121.84 for 986,800.00 shares. Based on historical transaction data and IWP's current price of $140.77, Angeles Investment Advisors, LLC's estimated gain on his IWP holdings is $4.50 Mil, reflecting a 3.89% gain to date.
Angeles Investment Advisors, LLC IWP ($140.77) Holding Chart
Angeles Investment Advisors, LLC IWP ($140.77) 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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