Planning Capital Management Corp IWP Holdings History
Planning Capital Management Corp's iShares Russell Mid-Cap Growth ETF Holding Summary
As of 2024-09-30, Planning Capital Management Corp held 12,896.00 shares of iShares Russell Mid-Cap Growth ETF(IWP), totaling $1.51 Mil. This investment constitutes 1% of their stock portfolio, and Planning Capital Management Corp now holds 0.01% of the outstanding iShares Russell Mid-Cap Growth ETF(IWP) stock.
The initial trade took place in 2023Q4. And since then Planning Capital Management Corp has made 3 purchases of IWP, at an average price of $108.55, for a total of 12,896.00 shares. Based on historical transaction data and IWP's current price of $140.00, Planning Capital Management Corp's estimated gain on his IWP holdings is $405,638.29, reflecting a 28.98% gain to date.
Planning Capital Management Corp IWP ($140.00) Holding Chart
Planning Capital Management Corp 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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