Mid Cap Growth Trust IWP Holdings History

Number of Shares
104,353.00
Current Holdings Value*
$12.26 Mil
% of Portfolio
2.19%
Total Estimate Gain
$19.67 Mil
% of Total Estimate Gain
16.36%

Mid Cap Growth Trust's iShares Russell Mid-Cap Growth ETF Holding Summary

As of 2025-03-31, Mid Cap Growth Trust held 104,353.00 shares of iShares Russell Mid-Cap Growth ETF(IWP), totaling $12.26 Mil. This investment constitutes 2.19% of their stock portfolio, and Mid Cap Growth Trust now holds 0.07% of the outstanding iShares Russell Mid-Cap Growth ETF(IWP) stock.

The initial trade took place in 2020Q1. And since then Mid Cap Growth Trust has made 9 purchases of IWP, at an average price of $87.98, for a total of 1.37 Mil shares. In addition, there have been 5 sales at an average price of $99.27 for 1.26 Mil shares. Based on historical transaction data and IWP's current price of $139.99, Mid Cap Growth Trust's estimated gain on his IWP holdings is $19.67 Mil, reflecting a 16.36% gain to date.

Mid Cap Growth Trust IWP ($139.99) Holding Chart

Mid Cap Growth Trust IWP ($139.99) 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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