West Branch Capital LLC Ishares Russell Mid Cap Growth Transaction History

West Branch Capital LLC

  • $364 Million
  • Q4 2025

A detailed history of West Branch Capital LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, West Branch Capital LLC holds 103 shares of IWP stock, worth $14,094. This represents 0.0% of its overall portfolio holdings.

Number of Shares
103
Previous 143 27.97%
Holding current value
$14,094
Previous $20,000 30.0%
% of portfolio
0.0%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 16, 2026
SELL
$136.84 - $145.3 $5,473 - $5,812
-40 Reduced 27.97%
103 $14,000
Q3 2025

Oct 20, 2025
SELL
$137.51 - $145.26 $16,226 - $17,140
-118 Reduced 45.21%
143 $20,000
Q2 2025

Jul 16, 2025
BUY
$104.34 - $138.68 $104 - $138
1 Added 0.38%
261 $36,000
Q1 2025

Apr 16, 2025
SELL
$114.9 - $139.6 $6,319 - $7,678
-55 Reduced 17.46%
260 $30,000
Q4 2024

Jan 17, 2025
BUY
$116.4 - $138.52 $6,402 - $7,618
55 Added 21.15%
315 $39,000
Q3 2024

Oct 18, 2024
BUY
$103.87 - $117.59 $103 - $117
1 Added 0.39%
260 $30,000
Q4 2023

Jan 19, 2024
BUY
$85.66 - $105.12 $85 - $105
1 Added 0.39%
259 $27,000
Q1 2023

Apr 20, 2023
BUY
$82.89 - $94.68 $82 - $94
1 Added 0.39%
258 $23,000
Q3 2022

Oct 19, 2022
BUY
$78.02 - $94.38 $78 - $94
1 Added 0.39%
257 $20,000
Q1 2022

May 03, 2022
BUY
$89.52 - $114.03 $89 - $114
1 Added 0.39%
256 $26,000
Q2 2021

Aug 17, 2021
BUY
$99.98 - $113.73 $25,494 - $29,001
255 New
255 $0

Others Institutions Holding IWP

# of Institutions
1,326
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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