PETRA FINANCIAL ADVISORS INC IWP Holdings History
PETRA FINANCIAL ADVISORS INC's iShares Russell Mid-Cap Growth ETF Holding Summary
As of 2025-03-31, PETRA FINANCIAL ADVISORS INC held 56,524.00 shares of iShares Russell Mid-Cap Growth ETF(IWP), totaling $6.64 Mil. This investment constitutes 5.44% of their stock portfolio, and PETRA FINANCIAL ADVISORS INC now holds 0.04% of the outstanding iShares Russell Mid-Cap Growth ETF(IWP) stock.
The initial trade took place in 2023Q3. And since then PETRA FINANCIAL ADVISORS INC has made 5 purchases of IWP, at an average price of $97.04, for a total of 57,798.00 shares. In addition, there have been 2 sales at an average price of $121.34 for 1,274.00 shares. Based on historical transaction data and IWP's current price of $140.00, PETRA FINANCIAL ADVISORS INC's estimated gain on his IWP holdings is $2.46 Mil, reflecting a 43.84% gain to date.
PETRA FINANCIAL ADVISORS INC IWP ($140.00) Holding Chart
PETRA FINANCIAL ADVISORS INC IWP ($140.00) 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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