Aristotle Portfolio Optimization Growth Fund IWN Holdings History
Aristotle Portfolio Optimization Growth Fund's iShares Russell 2000 Value ETF Holding Summary
As of 2025-03-31, Aristotle Portfolio Optimization Growth Fund held 218,253.00 shares of iShares Russell 2000 Value ETF(IWN), totaling $32.95 Mil. This investment constitutes 13.49% of their stock portfolio, and Aristotle Portfolio Optimization Growth Fund now holds 0.31% of the outstanding iShares Russell 2000 Value ETF(IWN) stock.
The initial trade took place in 2023Q4. And since then Aristotle Portfolio Optimization Growth Fund has made 4 purchases of IWN, at an average price of $153.49, for a total of 221,136.00 shares. In addition, there have been 2 sales at an average price of $152.16 for 2,883.00 shares. Based on historical transaction data and IWN's current price of $162.41, Aristotle Portfolio Optimization Growth Fund's estimated gain on his IWN holdings is $1.94 Mil, reflecting a 5.72% gain to date.
Aristotle Portfolio Optimization Growth Fund IWN ($162.41) Holding Chart
Aristotle Portfolio Optimization Growth Fund IWN ($162.41) 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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