Lwm Advisors Inc Ishares Russell Mid Cap Growth Transaction History

Lwm Advisors Inc

  • $114 Billion
  • Q4 2025

A detailed history of Lwm Advisors Inc transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Lwm Advisors Inc holds 32,816 shares of IWP stock, worth $4.49 Million. This represents 3.95% of its overall portfolio holdings.

Number of Shares
32,816
Previous 31,898 2.88%
Holding current value
$4.49 Million
Previous $4.54 Billion 1.07%
% of portfolio
3.95%
Previous 4.08%

Shares

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

Jan 08, 2026
BUY
$136.84 - $145.3 $125,619 - $133,385
918 Added 2.88%
32,816 $4.49 Billion
Q3 2025

Oct 06, 2025
SELL
$137.51 - $145.26 $51,428 - $54,327
-374 Reduced 1.16%
31,898 $4.54 Billion
Q2 2025

Jul 07, 2025
SELL
$104.34 - $138.68 $7,929 - $10,539
-76 Reduced 0.23%
32,272 $4.48 Billion
Q1 2025

May 13, 2025
SELL
$114.9 - $139.6 $13,673 - $16,612
-119 Reduced 0.37%
32,348 $4.09 Billion
Q4 2024

May 13, 2025
BUY
$116.4 - $138.52 $3.78 Million - $4.5 Million
32,467 New
32,467 $4.12 Billion

Others Institutions Holding IWP

# of Institutions
1,318
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
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