Number of Shares
7,468.00
Current Holdings Value*
$780,060.00
% of Portfolio
0.88%
Total Estimate Gain
$337,553.60
% of Total Estimate Gain
47.68%

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

As of 2023-12-31, Wall Capital Group, Inc. held 7,468.00 shares of iShares Russell Mid-Cap Growth ETF(IWP), totaling $780,060.00. This investment constitutes 0.88% of their stock portfolio, and Wall Capital Group, Inc. now holds 0.01% of the outstanding iShares Russell Mid-Cap Growth ETF(IWP) stock.

The initial trade took place in 2023Q4. And since then Wall Capital Group, Inc. has made 1 purchases of IWP, at an average price of $94.80, for a total of 7,468.00 shares. Based on historical transaction data and IWP's current price of $140.00, Wall Capital Group, Inc.'s estimated gain on his IWP holdings is $337,553.60, reflecting a 47.68% gain to date.

Wall Capital Group, Inc. IWP ($140.00) Holding Chart

Wall Capital Group, Inc. IWP ($140.00) 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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