MONEYWISE, INC. IWP Holdings History

Number of Shares
51,908.00
Current Holdings Value*
$7.20 Mil
% of Portfolio
3.38%
Total Estimate Gain
$818,733.69
% of Total Estimate Gain
10.19%

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 %

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