GenWealth Group, Inc. IWP Holdings History

Number of Shares
192,302.00
Current Holdings Value*
$26.67 Mil
% of Portfolio
5.38%
Total Estimate Gain
$15.50 Mil
% of Total Estimate Gain
14.60%

GenWealth Group, Inc.'s iShares Russell Mid-Cap Growth ETF Holding Summary

As of 2025-06-30, GenWealth Group, Inc. held 192,302.00 shares of iShares Russell Mid-Cap Growth ETF(IWP), totaling $26.67 Mil. This investment constitutes 5.38% of their stock portfolio, and GenWealth Group, Inc. now holds 0.14% of the outstanding iShares Russell Mid-Cap Growth ETF(IWP) stock.

The initial trade took place in 2018Q2. And since then GenWealth Group, Inc. has made 16 purchases of IWP, at an average price of $87.41, for a total of 1.21 Mil shares. In addition, there have been 12 sales at an average price of $92.56 for 1.02 Mil shares. Based on historical transaction data and IWP's current price of $140.64, GenWealth Group, Inc.'s estimated gain on his IWP holdings is $15.50 Mil, reflecting a 14.60% gain to date.

GenWealth Group, Inc. IWP ($140.64) Holding Chart

GenWealth Group, Inc. 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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