Number of Shares
15,524.00
Current Holdings Value*
$2.15 Mil
% of Portfolio
1.49%
Total Estimate Gain
$805,056.97
% of Total Estimate Gain
54.47%

Dominguez Wealth Management Solutions, Inc.'s iShares Russell Mid-Cap Growth ETF Holding Summary

As of 2025-06-30, Dominguez Wealth Management Solutions, Inc. held 15,524.00 shares of iShares Russell Mid-Cap Growth ETF(IWP), totaling $2.15 Mil. This investment constitutes 1.49% of their stock portfolio, and Dominguez Wealth Management Solutions, Inc. now holds 0.01% of the outstanding iShares Russell Mid-Cap Growth ETF(IWP) stock.

The initial trade took place in 2022Q4. And since then Dominguez Wealth Management Solutions, Inc. has made 8 purchases of IWP, at an average price of $89.63, for a total of 16,491.00 shares. In addition, there have been 2 sales at an average price of $113.52 for 967.00 shares. Based on historical transaction data and IWP's current price of $140.00, Dominguez Wealth Management Solutions, Inc.'s estimated gain on his IWP holdings is $805,056.97, reflecting a 54.47% gain to date.

Dominguez Wealth Management Solutions, Inc. IWP ($140.00) Holding Chart

Dominguez Wealth Management Solutions, Inc. IWP ($140.00) 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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