Aristotle Portfolio Optimization Growth Fund IWS Holdings History
Aristotle Portfolio Optimization Growth Fund's iShares Russell Mid-Cap Value ETF Holding Summary
As of 2025-03-31, Aristotle Portfolio Optimization Growth Fund held 193,424.00 shares of iShares Russell Mid-Cap Value ETF(IWS), totaling $24.37 Mil. This investment constitutes 9.98% of their stock portfolio, and Aristotle Portfolio Optimization Growth Fund now holds 0.19% of the outstanding iShares Russell Mid-Cap Value ETF(IWS) stock.
The initial trade took place in 2025Q1. And since then Aristotle Portfolio Optimization Growth Fund has made 1 purchases of IWS, at an average price of $130.21, for a total of 193,424.00 shares. Based on historical transaction data and IWS's current price of $134.06, Aristotle Portfolio Optimization Growth Fund's estimated gain on his IWS holdings is $744,721.08, reflecting a 2.96% gain to date.
Aristotle Portfolio Optimization Growth Fund IWS ($134.06) Holding Chart
Aristotle Portfolio Optimization Growth Fund IWS ($134.06) 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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