Aristotle Portfolio Optimization Moderate Conservative Fund IWP Holdings History
Aristotle Portfolio Optimization Moderate Conservative Fund's iShares Russell Mid-Cap Growth ETF Holding Summary
As of 2025-03-31, Aristotle Portfolio Optimization Moderate Conservative Fund held 63,133.00 shares of iShares Russell Mid-Cap Growth ETF(IWP), totaling $7.42 Mil. This investment constitutes 14.44% of their stock portfolio, and Aristotle Portfolio Optimization Moderate Conservative Fund now holds 0.05% of the outstanding iShares Russell Mid-Cap Growth ETF(IWP) stock.
The initial trade took place in 2025Q1. And since then Aristotle Portfolio Optimization Moderate Conservative Fund has made 1 purchases of IWP, at an average price of $128.55, for a total of 63,133.00 shares. Based on historical transaction data and IWP's current price of $138.11, Aristotle Portfolio Optimization Moderate Conservative Fund's estimated gain on his IWP holdings is $603,551.48, reflecting a 7.44% gain to date.
Aristotle Portfolio Optimization Moderate Conservative Fund IWP ($138.11) Holding Chart
Aristotle Portfolio Optimization Moderate Conservative Fund IWP ($138.11) 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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