LWM ADVISORS INC IWP Holdings History
Number of Shares
32,272.00
Current Holdings Value*
$4.48 Mil
% of Portfolio
4.3%
Total Estimate Gain
$421,551.58
% of Total Estimate Gain
10.20%
LWM ADVISORS INC's iShares Russell Mid-Cap Growth ETF Holding Summary
As of 2025-06-30, LWM ADVISORS INC held 32,272.00 shares of iShares Russell Mid-Cap Growth ETF(IWP), totaling $4.48 Mil. This investment constitutes 4.3% of their stock portfolio, and LWM ADVISORS INC now holds 0.02% of the outstanding iShares Russell Mid-Cap Growth ETF(IWP) stock.
The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $127.70 for 195.00 shares. Based on historical transaction data and IWP's current price of $140.35, LWM ADVISORS INC's estimated gain on his IWP holdings is $421,551.58, reflecting a 10.20% gain to date.
LWM ADVISORS INC IWP ($140.35) Holding Chart
LWM ADVISORS INC IWP ($140.35) 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 % |
Top Ranked Articles
- 1