Aristotle Portfolio Optimization Aggressive Growth Fund IWO Holdings History
Aristotle Portfolio Optimization Aggressive Growth Fund's iShares Russell 2000 Growth ETF Holding Summary
As of 2025-03-31, Aristotle Portfolio Optimization Aggressive Growth Fund held 34,359.00 shares of iShares Russell 2000 Growth ETF(IWO), totaling $8.78 Mil. This investment constitutes 7.45% of their stock portfolio, and Aristotle Portfolio Optimization Aggressive Growth Fund now holds 0.09% of the outstanding iShares Russell 2000 Growth ETF(IWO) stock.
The initial trade took place in 2023Q4. And since then Aristotle Portfolio Optimization Aggressive Growth Fund has made 3 purchases of IWO, at an average price of $233.08, for a total of 46,923.00 shares. In addition, there have been 3 sales at an average price of $283.96 for 12,564.00 shares. Based on historical transaction data and IWO's current price of $292.05, Aristotle Portfolio Optimization Aggressive Growth Fund's estimated gain on his IWO holdings is $2.67 Mil, reflecting a 24.37% gain to date.
Aristotle Portfolio Optimization Aggressive Growth Fund IWO ($292.05) Holding Chart
Aristotle Portfolio Optimization Aggressive Growth Fund IWO ($292.05) 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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