Sequent Asset Management, LLC IWP Holdings History
Sequent Asset Management, LLC's iShares Russell Mid-Cap Growth ETF Holding Summary
As of 2025-03-31, Sequent Asset Management, LLC held 67,320.00 shares of iShares Russell Mid-Cap Growth ETF(IWP), totaling $7.91 Mil. This investment constitutes 6.69% of their stock portfolio, and Sequent Asset Management, LLC now holds 0.05% of the outstanding iShares Russell Mid-Cap Growth ETF(IWP) stock.
The initial trade took place in 2013Q4. And since then Sequent Asset Management, LLC has made 2 purchases of IWP, at an average price of $50.15, for a total of 93,456.00 shares. In addition, there have been 3 sales at an average price of $104.68 for 26,136.00 shares. Based on historical transaction data and IWP's current price of $137.93, Sequent Asset Management, LLC's estimated gain on his IWP holdings is $7.33 Mil, reflecting a 156.48% gain to date.
Sequent Asset Management, LLC IWP ($137.93) Holding Chart
Sequent Asset Management, LLC IWP ($137.93) 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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