Dougherty Wealth Advisers LLC IWP Holdings History
Dougherty Wealth Advisers LLC's iShares Russell Mid-Cap Growth ETF Holding Summary
As of 2025-06-30, Dougherty Wealth Advisers LLC held 28,369.00 shares of iShares Russell Mid-Cap Growth ETF(IWP), totaling $3.93 Mil. This investment constitutes 2.61% of their stock portfolio, and Dougherty Wealth Advisers LLC now holds 0.02% of the outstanding iShares Russell Mid-Cap Growth ETF(IWP) stock.
The initial trade took place in 2018Q4. And since then Dougherty Wealth Advisers LLC has made 1 purchases of IWP, at an average price of $87.32, for a total of 39,760.00 shares. In addition, there have been 8 sales at an average price of $82.18 for 11,391.00 shares. Based on historical transaction data and IWP's current price of $140.00, Dougherty Wealth Advisers LLC's estimated gain on his IWP holdings is $1.44 Mil, reflecting a 41.36% gain to date.
Dougherty Wealth Advisers LLC IWP ($140.00) Holding Chart
Dougherty Wealth Advisers LLC 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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