Number of Shares
12,896.00
Current Holdings Value*
$1.51 Mil
% of Portfolio
1%
Total Estimate Gain
$423,176.85
% of Total Estimate Gain
30.23%

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 $141.36, Planning Capital Management Corp's estimated gain on his IWP holdings is $423,176.85, reflecting a 30.23% gain to date.

Planning Capital Management Corp IWP ($141.36) Holding Chart

Planning Capital Management Corp IWP ($141.36) 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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