Number of Shares
21,245.00
Current Holdings Value*
$2.50 Mil
% of Portfolio
0.78%
Total Estimate Gain
$1.04 Mil
% of Total Estimate Gain
5.85%

Midwest Professional Planners, LTD.'s iShares Russell Mid-Cap Growth ETF Holding Summary

As of 2025-03-31, Midwest Professional Planners, LTD. held 21,245.00 shares of iShares Russell Mid-Cap Growth ETF(IWP), totaling $2.50 Mil. This investment constitutes 0.78% of their stock portfolio, and Midwest Professional Planners, LTD. now holds 0.02% of the outstanding iShares Russell Mid-Cap Growth ETF(IWP) stock.

The initial trade took place in 2018Q2. And since then Midwest Professional Planners, LTD. has made 9 purchases of IWP, at an average price of $92.18, for a total of 193,391.00 shares. In addition, there have been 10 sales at an average price of $92.26 for 172,146.00 shares. Based on historical transaction data and IWP's current price of $140.64, Midwest Professional Planners, LTD.'s estimated gain on his IWP holdings is $1.04 Mil, reflecting a 5.85% gain to date.

Midwest Professional Planners, LTD. IWP ($140.64) Holding Chart

Midwest Professional Planners, LTD. 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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