Aristotle Portfolio Optimization Moderate Conservative Fund IWO Holdings History
Aristotle Portfolio Optimization Moderate Conservative Fund's iShares Russell 2000 Growth ETF Holding Summary
As of 2025-03-31, Aristotle Portfolio Optimization Moderate Conservative Fund held 3,594.00 shares of iShares Russell 2000 Growth ETF(IWO), totaling $918,370.00. This investment constitutes 1.79% of their stock portfolio, and Aristotle Portfolio Optimization Moderate Conservative Fund now holds 0.01% of the outstanding iShares Russell 2000 Growth ETF(IWO) stock.
The initial trade took place in 2023Q4. And since then Aristotle Portfolio Optimization Moderate Conservative Fund has made 3 purchases of IWO, at an average price of $248.39, for a total of 8,936.00 shares. In addition, there have been 3 sales at an average price of $290.34 for 5,342.00 shares. Based on historical transaction data and IWO's current price of $283.60, Aristotle Portfolio Optimization Moderate Conservative Fund's estimated gain on his IWO holdings is $350,623.44, reflecting a 15.80% gain to date.
Aristotle Portfolio Optimization Moderate Conservative Fund IWO ($283.60) Holding Chart
Aristotle Portfolio Optimization Moderate Conservative Fund IWO ($283.60) 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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