FSA Wealth Management LLC IWP Holdings History
FSA Wealth Management LLC's iShares Russell Mid-Cap Growth ETF Holding Summary
As of 2025-03-31, FSA Wealth Management LLC held 134,270.00 shares of iShares Russell Mid-Cap Growth ETF(IWP), totaling $15.78 Mil. This investment constitutes 6.7% of their stock portfolio, and FSA Wealth Management LLC now holds 0.1% of the outstanding iShares Russell Mid-Cap Growth ETF(IWP) stock.
The initial trade took place in 2019Q4. And since then FSA Wealth Management LLC has made 15 purchases of IWP, at an average price of $81.87, for a total of 242,791.00 shares. In addition, there have been 5 sales at an average price of $92.66 for 108,521.00 shares. Based on historical transaction data and IWP's current price of $140.64, FSA Wealth Management LLC's estimated gain on his IWP holdings is $9.06 Mil, reflecting a 45.59% gain to date.
FSA Wealth Management LLC IWP ($140.64) Holding Chart
FSA Wealth Management LLC IWP ($140.64) 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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