Number of Shares
42,218.00
Current Holdings Value*
$4.96 Mil
% of Portfolio
2.44%
Total Estimate Gain
$1.23 Mil
% of Total Estimate Gain
25.96%

TAGStone Capital, Inc.'s iShares Russell Mid-Cap Growth ETF Holding Summary

As of 2025-03-31, TAGStone Capital, Inc. held 42,218.00 shares of iShares Russell Mid-Cap Growth ETF(IWP), totaling $4.96 Mil. This investment constitutes 2.44% of their stock portfolio, and TAGStone Capital, Inc. now holds 0.03% of the outstanding iShares Russell Mid-Cap Growth ETF(IWP) stock.

The initial trade took place in 2021Q4. And since then TAGStone Capital, Inc. has made 11 purchases of IWP, at an average price of $111.19, for a total of 42,748.00 shares. In addition, there have been 2 sales at an average price of $92.84 for 530.00 shares. Based on historical transaction data and IWP's current price of $140.64, TAGStone Capital, Inc.'s estimated gain on his IWP holdings is $1.23 Mil, reflecting a 25.96% gain to date.

TAGStone Capital, Inc. IWP ($140.64) Holding Chart

TAGStone Capital, Inc. 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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