Edge Financial Advisors LLC Ishares Russell Mid Cap Growth Transaction History

Edge Financial Advisors LLC

$238 Billion
Q4 2025

A detailed history of Edge Financial Advisors LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Edge Financial Advisors LLC holds 1,812 shares of IWP stock, worth $247,954. This represents 0.1% of its overall portfolio holdings.

Number of Shares

1,812

Previous 1,892 4.23%

Holding current value

$247,954

Previous $269 Million 7.9%

% of portfolio

0.1%

Previous 0.12%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 27, 2026	SELL	$136.84 - $145.3 $10,947 - $11,624	-80 Reduced 4.23%	1,812 $248 Million
Q3 2025 Oct 31, 2025	BUY	$137.51 - $145.26 $137 - $145	1 Added 0.05%	1,892 $269 Million
Q2 2025 Jul 23, 2025	BUY	$104.34 - $138.68 $208 - $277	2 Added 0.11%	1,891 $262 Million
Q1 2025 Apr 17, 2025	SELL	$114.9 - $139.6 $7,698 - $9,353	-67 Reduced 3.43%	1,889 $222 Million
Q4 2024 Jan 17, 2025	SELL	$116.4 - $138.52 $2,910 - $3,463	-25 Reduced 1.26%	1,956 $248 Million

Q3 2024 Oct 25, 2024	SELL	$103.87 - $117.59 $40,509 - $45,860	-390 Reduced 16.45%	1,981 $232 Million
Q1 2024 Apr 19, 2024	BUY	$100.66 - $114.14 $238,664 - $270,625	2,371 New	2,371 $271 Million

Others Institutions Holding IWP

# of Institutions

1,343

Shares Held

127M

Call Options Held

167K

Put Options Held

267K

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
Sector ETFs
Industry ETFs

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Edge Financial Advisors LLC Ishares Russell Mid Cap Growth Transaction History