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 %

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