Mark Sheptoff Financial Planning, LLC Ishares Russell Mid Cap Growth Transaction History

Mark Sheptoff Financial Planning, LLC

  • $197 Million
  • Q3 2025

A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 217 shares of IWP stock, worth $29,694. This represents 0.02% of its overall portfolio holdings.

Number of Shares
217
Previous 147 47.62%
Holding current value
$29,694
Previous $20,000 50.0%
% of portfolio
0.02%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$137.51 - $145.26 $9,625 - $10,168
70 Added 47.62%
217 $30,000
Q1 2025

May 13, 2025
BUY
$114.9 - $139.6 $4,825 - $5,863
42 Added 40.0%
147 $17,000
Q3 2024

Nov 14, 2024
SELL
$103.87 - $117.59 $2,908 - $3,292
-28 Reduced 21.05%
105 $12,000
Q1 2024

May 10, 2024
BUY
$100.66 - $114.14 $10,569 - $11,984
105 Added 375.0%
133 $15,000
Q4 2021

Feb 11, 2022
BUY
$109.8 - $123.28 $3,074 - $3,451
28 New
28 $3,000
Q1 2020

May 07, 2020
SELL
$52.32 - $81.58 $16,480 - $25,697
-315 Closed
0 $0
Q3 2019

Nov 12, 2019
BUY
$70.16 - $72.24 $22,100 - $22,755
315 New
315 $45,000

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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