New Edge Wealth, LLC Ishares Russell Mid Cap Growth Transaction History

New Edge Wealth, LLC

  • $6.58 Billion
  • Q3 2025

A detailed history of New Edge Wealth, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, New Edge Wealth, LLC holds 3,726 shares of IWP stock, worth $509,865. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,726
Previous 5,137 27.47%
Holding current value
$509,865
Previous $712,000 25.56%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 07, 2025
SELL
$137.51 - $145.26 $194,026 - $204,961
-1,411 Reduced 27.47%
3,726 $530,000
Q2 2025

Aug 11, 2025
SELL
$104.34 - $138.68 $123,747 - $164,474
-1,186 Reduced 18.76%
5,137 $712,000
Q1 2025

May 09, 2025
SELL
$114.9 - $139.6 $881,857 - $1.07 Million
-7,675 Reduced 54.83%
6,323 $742,000
Q4 2024

Feb 04, 2025
BUY
$116.4 - $138.52 $1.63 Million - $1.94 Million
13,998 New
13,998 $1.77 Million

Others Institutions Holding IWP

# of Institutions
1,319
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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