Wealth Plan Investment Management, LLC Ishares Russell Mid Cap Growth Transaction History

Wealth Plan Investment Management, LLC

$1.38 Billion
Q3 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 4,654 shares of IWP stock, worth $636,853. This represents 0.05% of its overall portfolio holdings.

Number of Shares

4,654

Previous 7,696 39.53%

Holding current value

$636,853

Previous $1.07 Million 37.96%

% of portfolio

0.05%

Previous 0.08%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$137.51 - $145.26 $418,305 - $441,880	-3,042 Reduced 39.53%	4,654 $662,000
Q2 2025 Jul 28, 2025	BUY	$104.34 - $138.68 $9,912 - $13,174	95 Added 1.25%	7,696 $1.07 Million
Q1 2025 May 09, 2025	SELL	$114.9 - $139.6 $21,141 - $25,686	-184 Reduced 2.36%	7,601 $893,000
Q4 2024 Jan 30, 2025	SELL	$116.4 - $138.52 $1.76 Million - $2.09 Million	-15,086 Reduced 65.96%	7,785 $986,000
Q3 2024 Nov 05, 2024	BUY	$103.87 - $117.59 $2.38 Million - $2.69 Million	22,871 New	22,871 $2.68 Million

Q3 2023 Nov 09, 2023	BUY	$89.97 - $100.32 $473,782 - $528,285	5,266 New	5,266 $481,000
Q4 2022 Feb 15, 2023	SELL	$77.4 - $89.88 $40,944 - $47,546	-529 Reduced 7.42%	6,601 $551,000
Q3 2022 Dec 12, 2022	BUY	$78.02 - $94.38 $329,088 - $398,094	4,218 Added 144.85%	7,130 $612,000
Q1 2022 Sep 07, 2022	BUY	$89.52 - $114.03 $260,682 - $332,055	2,912 New	2,912 $260,000

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

Ticker IWP
Sector ETFs
Industry ETFs

More about IWP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Plan Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Investment Management, LLC with notifications on news.

Account

Wealth Plan Investment Management, LLC Ishares Russell Mid Cap Growth Transaction History