One Wealth Management Investment & Advisory Services, LLC IWP Holdings History
One Wealth Management Investment & Advisory Services, LLC's iShares Russell Mid-Cap Growth ETF Holding Summary
As of 2025-03-31, One Wealth Management Investment & Advisory Services, LLC held - shares of iShares Russell Mid-Cap Growth ETF(IWP), totaling N/A. This investment constitutes 0% of their stock portfolio, and One Wealth Management Investment & Advisory Services, LLC now holds 0% of the outstanding iShares Russell Mid-Cap Growth ETF(IWP) stock.
The initial trade took place in 2024Q1. And since then One Wealth Management Investment & Advisory Services, LLC has made 2 purchases of IWP, at an average price of $109.98, for a total of 3,524.00 shares. In addition, there have been 2 sales at an average price of $119.13 for 3,524.00 shares. Based on historical transaction data and IWP's current price of $139.83, One Wealth Management Investment & Advisory Services, LLC's estimated gain on his IWP holdings is $32,230.14, reflecting a 8.32% gain to date.
One Wealth Management Investment & Advisory Services, LLC IWP ($139.83) Holding Chart
One Wealth Management Investment & Advisory Services, LLC IWP ($139.83) 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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