Aristotle Portfolio Optimization Aggressive Growth Fund IWN Holdings History
Aristotle Portfolio Optimization Aggressive Growth Fund's iShares Russell 2000 Value ETF Holding Summary
As of 2025-03-31, Aristotle Portfolio Optimization Aggressive Growth Fund held 109,312.00 shares of iShares Russell 2000 Value ETF(IWN), totaling $16.50 Mil. This investment constitutes 14.01% of their stock portfolio, and Aristotle Portfolio Optimization Aggressive Growth Fund now holds 0.16% of the outstanding iShares Russell 2000 Value ETF(IWN) stock.
The initial trade took place in 2023Q4. And since then Aristotle Portfolio Optimization Aggressive Growth Fund has made 4 purchases of IWN, at an average price of $146.64, for a total of 120,034.00 shares. In addition, there have been 2 sales at an average price of $151.54 for 10,722.00 shares. Based on historical transaction data and IWN's current price of $164.95, Aristotle Portfolio Optimization Aggressive Growth Fund's estimated gain on his IWN holdings is $2.05 Mil, reflecting a 11.67% gain to date.
Aristotle Portfolio Optimization Aggressive Growth Fund IWN ($164.95) Holding Chart
Aristotle Portfolio Optimization Aggressive Growth Fund IWN ($164.95) 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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