Wealth Trust Axiom LLC Ishares Russell Mid Cap Growth Transaction History

Wealth Trust Axiom LLC

  • $360 Million
  • Q3 2025

A detailed history of Wealth Trust Axiom LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Wealth Trust Axiom LLC holds 3,252 shares of IWP stock, worth $445,003. This represents 0.13% of its overall portfolio holdings.

Number of Shares
3,252
Previous 3,107 4.67%
Holding current value
$445,003
Previous $430,000 7.67%
% of portfolio
0.13%
Previous 0.13%

Shares

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

Nov 14, 2025
BUY
$137.51 - $145.26 $19,938 - $21,062
145 Added 4.67%
3,252 $463,000
Q4 2024

Feb 13, 2025
SELL
$116.4 - $138.52 $1,047 - $1,246
-9 Reduced 0.29%
3,107 $393,000
Q4 2020

Feb 04, 2021
BUY
$86.54 - $104.78 $134,829 - $163,247
1,558 Added 100.0%
3,116 $319,000
Q2 2020

Jul 31, 2020
BUY
$57.59 - $81.27 $89,725 - $126,618
1,558 New
1,558 $246,000
Q1 2020

Apr 10, 2020
SELL
$52.32 - $81.58 $81,514 - $127,101
-1,558 Closed
0 $0
Q1 2019

May 03, 2019
BUY
N/A
1,558 New
1,558 $211,000
Q4 2018

Feb 01, 2019
SELL
N/A
-1,558 Closed
0 $0
Q3 2018

Nov 01, 2018
BUY
N/A
1,558 New
1,558 $211,000

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

IWP Quotes by TradingView
  • Ticker IWP
  • Sector ETFs
  • Industry ETFs
More about IWP
Track This Portfolio

Track Wealth Trust Axiom LLC Portfolio

Follow Wealth Trust Axiom LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Wealth Trust Axiom LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email