Rodgers & Associates, LTD IWP Holdings History
Rodgers & Associates, LTD's iShares Russell Mid-Cap Growth ETF Holding Summary
As of 2025-03-31, Rodgers & Associates, LTD held 420,417.00 shares of iShares Russell Mid-Cap Growth ETF(IWP), totaling $49.39 Mil. This investment constitutes 6.02% of their stock portfolio, and Rodgers & Associates, LTD now holds 0.3% of the outstanding iShares Russell Mid-Cap Growth ETF(IWP) stock.
The initial trade took place in 2020Q4. And since then Rodgers & Associates, LTD has made 9 purchases of IWP, at an average price of $94.95, for a total of 494,646.00 shares. In addition, there have been 8 sales at an average price of $111.29 for 74,229.00 shares. Based on historical transaction data and IWP's current price of $137.51, Rodgers & Associates, LTD's estimated gain on his IWP holdings is $19.11 Mil, reflecting a 40.68% gain to date.
Rodgers & Associates, LTD IWP ($137.51) Holding Chart
Rodgers & Associates, LTD IWP ($137.51) 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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