Arkadios Wealth Advisors Ishares Russell Mid Cap Growth Transaction History

Arkadios Wealth Advisors

$3.16 Billion
Q2 2025

A detailed history of Arkadios Wealth Advisors transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Arkadios Wealth Advisors holds 22,092 shares of IWP stock, worth $3.17 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

22,092

Previous 22,678 2.58%

Holding current value

$3.17 Million

Previous $2.66 Million 14.98%

% of portfolio

0.1%

Previous 0.11%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	SELL	$104.34 - $138.68 $61,143 - $81,266	-586 Reduced 2.58%	22,092 $3.06 Million
Q1 2025 May 08, 2025	BUY	$114.9 - $139.6 $330,452 - $401,489	2,876 Added 14.52%	22,678 $2.66 Million
Q4 2024 Jan 15, 2025	SELL	$116.4 - $138.52 $42,602 - $50,698	-366 Reduced 1.81%	19,802 $2.51 Million
Q3 2024 Oct 24, 2024	BUY	$103.87 - $117.59 $789,308 - $893,566	7,599 Added 60.46%	20,168 $2.37 Million
Q2 2024 Jul 29, 2024	BUY	$105.7 - $113.43 $159,818 - $171,506	1,512 Added 13.67%	12,569 $1.39 Million
Q1 2024 Apr 30, 2024	BUY	$100.66 - $114.14 $72,475 - $82,180	720 Added 6.97%	11,057 $1.26 Million
Q4 2023 Jan 24, 2024	SELL	$85.66 - $105.12 $78,464 - $96,289	-916 Reduced 8.14%	10,337 $1.08 Million
Q3 2023 Oct 13, 2023	SELL	$89.97 - $100.32 $18,443 - $20,565	-205 Reduced 1.79%	11,253 $1.03 Million
Q2 2023 Jul 26, 2023	SELL	$87.72 - $96.63 $44,035 - $48,508	-502 Reduced 4.2%	11,458 $1.11 Million
Q1 2023 May 02, 2023	SELL	$82.89 - $94.68 $62,664 - $71,578	-756 Reduced 5.95%	11,960 $1.09 Million
Q4 2022 Jan 11, 2023	BUY	$77.4 - $89.88 $124,614 - $144,706	1,610 Added 14.5%	12,716 $0
Q3 2022 Oct 21, 2022	BUY	$78.02 - $94.38 $454,232 - $549,480	5,822 Added 110.18%	11,106 $871,000
Q2 2022 Jul 14, 2022	BUY	$75.41 - $102.47 $66,436 - $90,276	881 Added 20.01%	5,284 $419,000
Q1 2022 May 02, 2022	SELL	$89.52 - $114.03 $20,500 - $26,112	-229 Reduced 4.94%	4,403 $443,000
Q4 2021 Feb 03, 2022	SELL	$109.8 - $123.28 $5,050 - $5,670	-46 Reduced 0.98%	4,632 $534,000
Q3 2021 Oct 19, 2021	SELL	$109.39 - $119.47 $1.39 Million - $1.52 Million	-12,731 Reduced 73.13%	4,678 $524,000
Q2 2021 Jul 28, 2021	SELL	$99.98 - $113.73 $121,175 - $137,840	-1,212 Reduced 6.51%	17,409 $1.97 Million
Q1 2021 Apr 26, 2021	SELL	$96.94 - $112.05 $159,854 - $184,770	-1,649 Reduced 8.14%	18,621 $1.9 Million
Q4 2020 Feb 09, 2021	BUY	$86.54 - $104.78 $1.45 Million - $1.75 Million	16,711 Added 469.54%	20,270 $2.08 Million
Q2 2020 Aug 10, 2020	BUY	$57.59 - $81.27 $200,585 - $283,063	3,483 Added 4582.89%	3,559 $575 Million
Q4 2019 Feb 14, 2020	BUY	$68.8 - $76.63 $5,228 - $5,823	76 New	76 $0

Others Institutions Holding IWP

# of Institutions

1,306

Shares Held

131M

Call Options Held

196K

Put Options Held

340K

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 Arkadios Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Arkadios Wealth Advisors with notifications on news.

Account

Arkadios Wealth Advisors Ishares Russell Mid Cap Growth Transaction History