Number of Shares
31,757.00
Current Holdings Value*
$4.40 Mil
% of Portfolio
1.98%
Total Estimate Gain
$2.51 Mil
% of Total Estimate Gain
25.71%

HMS Capital Management, LLC's iShares Russell Mid-Cap Growth ETF Holding Summary

As of 2025-06-30, HMS Capital Management, LLC held 31,757.00 shares of iShares Russell Mid-Cap Growth ETF(IWP), totaling $4.40 Mil. This investment constitutes 1.98% of their stock portfolio, and HMS Capital Management, LLC now holds 0.02% of the outstanding iShares Russell Mid-Cap Growth ETF(IWP) stock.

The initial trade took place in 2018Q2. And since then HMS Capital Management, LLC has made 12 purchases of IWP, at an average price of $88.39, for a total of 110,356.00 shares. In addition, there have been 14 sales at an average price of $99.14 for 78,599.00 shares. Based on historical transaction data and IWP's current price of $140.77, HMS Capital Management, LLC's estimated gain on his IWP holdings is $2.51 Mil, reflecting a 25.71% gain to date.

HMS Capital Management, LLC IWP ($140.77) Holding Chart

HMS Capital Management, LLC IWP ($140.77) 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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