Widmann Financial Services, Inc. IWP Holdings History
Widmann Financial Services, Inc.'s iShares Russell Mid-Cap Growth ETF Holding Summary
As of 2025-03-31, Widmann Financial Services, Inc. held 29,906.00 shares of iShares Russell Mid-Cap Growth ETF(IWP), totaling $3.51 Mil. This investment constitutes 2.73% of their stock portfolio, and Widmann Financial Services, Inc. now holds 0.02% of the outstanding iShares Russell Mid-Cap Growth ETF(IWP) stock.
The initial trade took place in 2021Q4. And since then Widmann Financial Services, Inc. has made 9 purchases of IWP, at an average price of $111.60, for a total of 36,419.00 shares. In addition, there have been 4 sales at an average price of $125.27 for 6,513.00 shares. Based on historical transaction data and IWP's current price of $138.12, Widmann Financial Services, Inc.'s estimated gain on his IWP holdings is $881,972.52, reflecting a 21.70% gain to date.
Widmann Financial Services, Inc. IWP ($138.12) Holding Chart
Widmann Financial Services, Inc. IWP ($138.12) 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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