Aristotle Portfolio Optimization Growth Fund IWD Holdings History
Aristotle Portfolio Optimization Growth Fund's iShares Russell 1000 Value ETF Holding Summary
As of 2025-03-31, Aristotle Portfolio Optimization Growth Fund held 499,181.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $93.93 Mil. This investment constitutes 38.46% of their stock portfolio, and Aristotle Portfolio Optimization Growth Fund now holds 0.16% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.
The initial trade took place in 2025Q1. And since then Aristotle Portfolio Optimization Growth Fund has made 1 purchases of IWD, at an average price of $190.45, for a total of 499,181.00 shares. Based on historical transaction data and IWD's current price of $195.88, Aristotle Portfolio Optimization Growth Fund's estimated gain on his IWD holdings is $2.71 Mil, reflecting a 2.85% gain to date.
Aristotle Portfolio Optimization Growth Fund IWD ($195.88) Holding Chart
Aristotle Portfolio Optimization Growth Fund IWD ($195.88) 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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