Soa Wealth Advisors, Llc. Ishares Russell Mid Cap Growth Transaction History

Soa Wealth Advisors, Llc.

$960 Million
Q3 2025

A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 34,528 shares of IWP stock, worth $4.72 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

34,528

Previous 32,874 5.03%

Holding current value

$4.72 Million

Previous $4.56 Million 7.88%

% of portfolio

0.51%

Previous 0.51%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$137.51 - $145.26 $227,441 - $240,260	1,654 Added 5.03%	34,528 $4.92 Million
Q2 2025 Jul 18, 2025	BUY	$104.34 - $138.68 $3.28 Million - $4.36 Million	31,466 Added 2234.8%	32,874 $4.56 Million
Q4 2024 Jan 28, 2025	BUY	$116.4 - $138.52 $116 - $138	1 Added 0.07%	1,408 $178,000
Q3 2024 Oct 08, 2024	BUY	$103.87 - $117.59 $103 - $117	1 Added 0.07%	1,407 $165,000
Q1 2024 Apr 10, 2024	BUY	$100.66 - $114.14 $100 - $114	1 Added 0.07%	1,406 $160,000

Q4 2023 Jan 10, 2024	BUY	$85.66 - $105.12 $171 - $210	2 Added 0.14%	1,405 $146,000
Q2 2023 Jul 07, 2023	BUY	$87.72 - $96.63 $87 - $96	1 Added 0.07%	1,403 $135,000
Q1 2023 Apr 28, 2023	BUY	$82.89 - $94.68 $82 - $94	1 Added 0.07%	1,402 $127,000
Q4 2022 Jan 10, 2023	BUY	$77.4 - $89.88 $232 - $269	3 Added 0.21%	1,401 $0
Q2 2022 Jul 13, 2022	BUY	$75.41 - $102.47 $75 - $102	1 Added 0.07%	1,398 $110,000
Q1 2022 Apr 07, 2022	SELL	$89.52 - $114.03 $1,700 - $2,166	-19 Reduced 1.34%	1,397 $140,000
Q4 2021 Jan 13, 2022	SELL	$109.8 - $123.28 $2,086 - $2,342	-19 Reduced 1.32%	1,416 $163,000
Q3 2021 Oct 12, 2021	BUY	$109.39 - $119.47 $87,512 - $95,576	800 Added 125.98%	1,435 $160,000
Q4 2020 Mar 10, 2021	BUY	$86.54 - $104.78 $54,952 - $66,535	635 New	635 $69,000

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

Ticker IWP
Sector ETFs
Industry ETFs

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Soa Wealth Advisors, Llc. Ishares Russell Mid Cap Growth Transaction History