STEPHENS GROUP ASSET MANAGEMENT, LLC IWP Holdings History
STEPHENS GROUP ASSET MANAGEMENT, LLC's iShares Russell Mid-Cap Growth ETF Holding Summary
As of 2025-06-30, STEPHENS GROUP ASSET MANAGEMENT, LLC held 528,903.00 shares of iShares Russell Mid-Cap Growth ETF(IWP), totaling $73.35 Mil. This investment constitutes 5.28% of their stock portfolio, and STEPHENS GROUP ASSET MANAGEMENT, LLC now holds 0.38% of the outstanding iShares Russell Mid-Cap Growth ETF(IWP) stock.
The initial trade took place in 2018Q2. And since then STEPHENS GROUP ASSET MANAGEMENT, LLC has made 13 purchases of IWP, at an average price of $67.04, for a total of 2.55 Mil shares. In addition, there have been 16 sales at an average price of $73.04 for 2.02 Mil shares. Based on historical transaction data and IWP's current price of $140.64, STEPHENS GROUP ASSET MANAGEMENT, LLC's estimated gain on his IWP holdings is $51.05 Mil, reflecting a 29.85% gain to date.
STEPHENS GROUP ASSET MANAGEMENT, LLC IWP ($140.64) Holding Chart
STEPHENS GROUP ASSET MANAGEMENT, LLC IWP ($140.64) 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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