Number of Shares
13,408.00
Current Holdings Value*
$4.84 Mil
% of Portfolio
3.8%
Total Estimate Gain
$1.90 Mil
% of Total Estimate Gain
49.70%

MidAtlantic Capital Management, Inc.'s iShares Russell 1000 Growth ETF Holding Summary

As of 2025-03-31, MidAtlantic Capital Management, Inc. held 13,408.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $4.84 Mil. This investment constitutes 3.8% of their stock portfolio, and MidAtlantic Capital Management, Inc. now holds 0% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.

The initial trade took place in 2023Q4. And since then MidAtlantic Capital Management, Inc. has made 2 purchases of IWF, at an average price of $285.62, for a total of 13,408.00 shares. Based on historical transaction data and IWF's current price of $427.57, MidAtlantic Capital Management, Inc.'s estimated gain on his IWF holdings is $1.90 Mil, reflecting a 49.70% gain to date.

MidAtlantic Capital Management, Inc. IWF ($427.57) Holding Chart

MidAtlantic Capital Management, Inc. IWF ($427.57) 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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