MONEYWISE, INC. IWP Holdings History
MONEYWISE, INC.'s iShares Russell Mid-Cap Growth ETF Holding Summary
As of 2025-06-30, MONEYWISE, INC. held 51,908.00 shares of iShares Russell Mid-Cap Growth ETF(IWP), totaling $7.20 Mil. This investment constitutes 3.38% of their stock portfolio, and MONEYWISE, INC. now holds 0.04% of the outstanding iShares Russell Mid-Cap Growth ETF(IWP) stock.
The initial trade took place in 2023Q4. And since then MONEYWISE, INC. has made 4 purchases of IWP, at an average price of $122.11, for a total of 65,807.00 shares. In addition, there have been 1 sales at an average price of $111.81 for 13,899.00 shares. Based on historical transaction data and IWP's current price of $140.64, MONEYWISE, INC.'s estimated gain on his IWP holdings is $818,733.69, reflecting a 10.19% gain to date.
MONEYWISE, INC. IWP ($140.64) Holding Chart
MONEYWISE, 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 % |
Top Ranked Articles
- 1