RTD Financial Advisors, Inc. IWP Holdings History
RTD Financial Advisors, Inc.'s iShares Russell Mid-Cap Growth ETF Holding Summary
As of 2025-06-30, RTD Financial Advisors, Inc. held 215,586.00 shares of iShares Russell Mid-Cap Growth ETF(IWP), totaling $29.90 Mil. This investment constitutes 3.83% of their stock portfolio, and RTD Financial Advisors, Inc. now holds 0.15% of the outstanding iShares Russell Mid-Cap Growth ETF(IWP) stock.
The initial trade took place in 2021Q4. And since then RTD Financial Advisors, Inc. has made 8 purchases of IWP, at an average price of $111.57, for a total of 338,959.00 shares. In addition, there have been 6 sales at an average price of $123.79 for 123,373.00 shares. Based on historical transaction data and IWP's current price of $140.93, RTD Financial Advisors, Inc.'s estimated gain on his IWP holdings is $7.84 Mil, reflecting a 20.72% gain to date.
RTD Financial Advisors, Inc. IWP ($140.93) Holding Chart
RTD Financial Advisors, Inc. IWP ($140.93) 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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