Financial Advisory Corp IWP Holdings History
Number of Shares
757,092.00
Current Holdings Value*
$104.99 Mil
% of Portfolio
16.11%
Total Estimate Gain
$10.52 Mil
% of Total Estimate Gain
10.92%
Financial Advisory Corp's iShares Russell Mid-Cap Growth ETF Holding Summary
As of 2025-06-30, Financial Advisory Corp held 757,092.00 shares of iShares Russell Mid-Cap Growth ETF(IWP), totaling $104.99 Mil. This investment constitutes 16.11% of their stock portfolio, and Financial Advisory Corp now holds 0.48% of the outstanding iShares Russell Mid-Cap Growth ETF(IWP) stock.
The initial trade took place in 2024Q4. And since then Financial Advisory Corp has made 2 purchases of IWP, at an average price of $127.26, for a total of 757,092.00 shares. Based on historical transaction data and IWP's current price of $141.16, Financial Advisory Corp's estimated gain on his IWP holdings is $10.52 Mil, reflecting a 10.92% gain to date.
Financial Advisory Corp IWP ($141.16) Holding Chart
Financial Advisory Corp IWP ($141.16) 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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