Summit Rock Advisors, LP IWP Holdings History
Summit Rock Advisors, LP's iShares Russell Mid-Cap Growth ETF Holding Summary
As of 2025-03-31, Summit Rock Advisors, LP held 210,489.00 shares of iShares Russell Mid-Cap Growth ETF(IWP), totaling $24.73 Mil. This investment constitutes 17.18% of their stock portfolio, and Summit Rock Advisors, LP now holds 0.15% of the outstanding iShares Russell Mid-Cap Growth ETF(IWP) stock.
The initial trade took place in 2023Q2. And since then Summit Rock Advisors, LP has made 4 purchases of IWP, at an average price of $94.02, for a total of 666,355.00 shares. In addition, there have been 4 sales at an average price of $110.80 for 455,866.00 shares. Based on historical transaction data and IWP's current price of $140.64, Summit Rock Advisors, LP's estimated gain on his IWP holdings is $17.46 Mil, reflecting a 27.87% gain to date.
Summit Rock Advisors, LP IWP ($140.64) Holding Chart
Summit Rock Advisors, LP 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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