Whitaker-Myers Wealth Managers, LTD. IWP Holdings History
Whitaker-Myers Wealth Managers, LTD.'s iShares Russell Mid-Cap Growth ETF Holding Summary
As of 2025-06-30, Whitaker-Myers Wealth Managers, LTD. held 128,703.00 shares of iShares Russell Mid-Cap Growth ETF(IWP), totaling $17.85 Mil. This investment constitutes 4.5% of their stock portfolio, and Whitaker-Myers Wealth Managers, LTD. now holds 0.08% of the outstanding iShares Russell Mid-Cap Growth ETF(IWP) stock.
The initial trade took place in 2023Q1. And since then Whitaker-Myers Wealth Managers, LTD. has made 11 purchases of IWP, at an average price of $104.88, for a total of 128,703.00 shares. Based on historical transaction data and IWP's current price of $140.64, Whitaker-Myers Wealth Managers, LTD.'s estimated gain on his IWP holdings is $4.60 Mil, reflecting a 34.09% gain to date.
Whitaker-Myers Wealth Managers, LTD. IWP ($140.64) Holding Chart
Whitaker-Myers Wealth Managers, LTD. 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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