Hofer & Associates. Inc Ishares Russell Mid Cap Growth Transaction History

Hofer & Associates. Inc

  • $179 Million
  • Q4 2025

A detailed history of Hofer & Associates. Inc transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Hofer & Associates. Inc holds 31,136 shares of IWP stock, worth $4.26 Million. This represents 2.37% of its overall portfolio holdings.

Number of Shares
31,136
Previous 30,350 2.59%
Holding current value
$4.26 Million
Previous $4.32 Million 1.43%
% of portfolio
2.37%
Previous 2.59%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 15, 2026
BUY
$136.84 - $145.3 $107,556 - $114,205
786 Added 2.59%
31,136 $4.26 Million
Q3 2025

Oct 20, 2025
BUY
$137.51 - $145.26 $22,689 - $23,967
165 Added 0.55%
30,350 $4.32 Million
Q2 2025

Jul 14, 2025
BUY
$104.34 - $138.68 $35,892 - $47,705
344 Added 1.15%
30,185 $4.19 Million
Q1 2025

Apr 22, 2025
BUY
$114.9 - $139.6 $53,428 - $64,914
465 Added 1.58%
29,841 $3.51 Million
Q4 2024

Jan 23, 2025
SELL
$116.4 - $138.52 $55,872 - $66,489
-480 Reduced 1.61%
29,376 $3.72 Million
Q3 2024

Oct 21, 2024
BUY
$103.87 - $117.59 $7,582 - $8,584
73 Added 0.25%
29,856 $3.5 Million
Q2 2024

Jul 18, 2024
BUY
$105.7 - $113.43 $37,840 - $40,607
358 Added 1.22%
29,783 $3.29 Million
Q1 2024

Apr 22, 2024
BUY
$100.66 - $114.14 $77,810 - $88,230
773 Added 2.7%
29,425 $3.36 Million
Q4 2023

Jan 22, 2024
BUY
$85.66 - $105.12 $24,584 - $30,169
287 Added 1.01%
28,652 $2.99 Million
Q3 2023

Oct 13, 2023
BUY
$89.97 - $100.32 $19,613 - $21,869
218 Added 0.77%
28,365 $2.59 Million
Q2 2023

Jul 14, 2023
BUY
$87.72 - $96.63 $131,930 - $145,331
1,504 Added 5.65%
28,147 $2.72 Million
Q1 2023

Apr 14, 2023
SELL
$82.89 - $94.68 $8,952 - $10,225
-108 Reduced 0.4%
26,643 $2.43 Million
Q4 2022

Jan 26, 2023
SELL
$77.4 - $89.88 $25,619 - $29,750
-331 Reduced 1.22%
26,751 $0
Q3 2022

Dec 15, 2022
SELL
$78.02 - $94.38 $32,300 - $39,073
-414 Reduced 1.51%
27,082 $2.12 Million
Q2 2022

Dec 15, 2022
BUY
$75.41 - $102.47 $7,163 - $9,734
95 Added 0.35%
27,496 $2.18 Million
Q1 2022

Dec 15, 2022
BUY
$89.52 - $114.03 $120,852 - $153,940
1,350 Added 5.18%
27,401 $2.75 Million
Q4 2021

Dec 15, 2022
BUY
$109.8 - $123.28 $2.86 Million - $3.21 Million
26,051 New
26,051 $3 Million

Others Institutions Holding IWP

# of Institutions
1,326
Shares Held
127M
Call Options Held
167K
Put Options Held
267K
View Full List

About ISHARES RUSSELL MID-CAP GROWTH

IWP Quotes by TradingView
  • Ticker IWP
  • Sector ETFs
  • Industry ETFs
More about IWP
Track This Portfolio

Track Hofer & Associates. Inc Portfolio

Follow Hofer & Associates. Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hofer & Associates. Inc, based on Form 13F filings with the SEC.

News

Stay updated on Hofer & Associates. Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email