Wescott Financial Advisory Group, LLC IWP Holdings History
Wescott Financial Advisory Group, LLC's iShares Russell Mid-Cap Growth ETF Holding Summary
As of 2025-03-31, Wescott Financial Advisory Group, LLC held 361,063.00 shares of iShares Russell Mid-Cap Growth ETF(IWP), totaling $42.42 Mil. This investment constitutes 4.4% of their stock portfolio, and Wescott Financial Advisory Group, LLC now holds 0.26% of the outstanding iShares Russell Mid-Cap Growth ETF(IWP) stock.
The initial trade took place in 2023Q4. And since then Wescott Financial Advisory Group, LLC has made 5 purchases of IWP, at an average price of $121.93, for a total of 365,158.00 shares. In addition, there have been 1 sales at an average price of $108.18 for 4,095.00 shares. Based on historical transaction data and IWP's current price of $137.51, Wescott Financial Advisory Group, LLC's estimated gain on his IWP holdings is $5.57 Mil, reflecting a 12.50% gain to date.
Wescott Financial Advisory Group, LLC IWP ($137.51) Holding Chart
Wescott Financial Advisory Group, LLC IWP ($137.51) 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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