Summit Wealth Group LLC / CO Ishares Russell Mid Cap Growth Transaction History

Summit Wealth Group LLC / CO

  • $398 Billion
  • Q2 2025

A detailed history of Summit Wealth Group LLC / CO transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Summit Wealth Group LLC / CO holds 23,614 shares of IWP stock, worth $3.39 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares
23,614
Holding current value
$3.39 Million
% of portfolio
0.82%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$104.34 - $138.68 $2.46 Million - $3.27 Million
23,614 New
23,614 $3.27 Billion

Others Institutions Holding IWP

# of Institutions
1,311
Shares Held
117M
Call Options Held
196K
Put Options Held
340K
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 Summit Wealth Group LLC / CO Portfolio

Follow Summit Wealth Group LLC / CO 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 Summit Wealth Group LLC / CO, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Group LLC / CO with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email