Certified Advisory Corp Ishares Russell Mid Cap Growth Transaction History

Certified Advisory Corp

$1.03 Billion
Q3 2025

A detailed history of Certified Advisory Corp transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Certified Advisory Corp holds 28,545 shares of IWP stock, worth $3.91 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

28,545

Previous 26,887 6.17%

Holding current value

$3.91 Million

Previous $3.73 Million 9.04%

% of portfolio

0.39%

Previous 0.39%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$137.51 - $145.26 $227,991 - $240,841	1,658 Added 6.17%	28,545 $4.07 Million
Q2 2025 Aug 14, 2025	BUY	$104.34 - $138.68 $394,926 - $524,903	3,785 Added 16.38%	26,887 $3.73 Million
Q1 2025 May 08, 2025	BUY	$114.9 - $139.6 $696,064 - $845,696	6,058 Added 35.54%	23,102 $2.71 Million
Q4 2024 Jan 14, 2025	BUY	$116.4 - $138.52 $302,872 - $360,429	2,602 Added 18.02%	17,044 $2.16 Million
Q3 2024 Nov 12, 2024	BUY	$103.87 - $117.59 $434,488 - $491,878	4,183 Added 40.77%	14,442 $1.69 Million

Q2 2024 Aug 13, 2024	BUY	$105.7 - $113.43 $267,315 - $286,864	2,529 Added 32.72%	10,259 $1.13 Million
Q1 2024 May 10, 2024	BUY	$100.66 - $114.14 $177,362 - $201,114	1,762 Added 29.52%	7,730 $882,000
Q4 2023 Feb 09, 2024	SELL	$85.66 - $105.12 $16.6 Million - $20.3 Million	-193,241 Reduced 97.0%	5,968 $623,000
Q3 2023 Nov 13, 2023	BUY	$89.97 - $100.32 $17.4 Million - $19.3 Million	192,846 Added 3030.74%	199,209 $18.2 Million
Q2 2023 Aug 14, 2023	SELL	$87.72 - $96.63 $139,825 - $154,028	-1,594 Reduced 20.03%	6,363 $614,000
Q1 2023 May 15, 2023	SELL	$82.89 - $94.68 $26,690 - $30,486	-322 Reduced 3.89%	7,957 $724,000
Q4 2022 Feb 14, 2023	BUY	$77.4 - $89.88 $107,121 - $124,393	1,384 Added 20.07%	8,279 $692,000
Q3 2022 Nov 14, 2022	BUY	$78.02 - $94.38 $30,661 - $37,091	393 Added 6.04%	6,895 $541,000
Q2 2022 Aug 15, 2022	SELL	$75.41 - $102.47 $103,537 - $140,691	-1,373 Reduced 17.43%	6,502 $515,000
Q1 2022 May 13, 2022	SELL	$89.52 - $114.03 $95,696 - $121,898	-1,069 Reduced 11.95%	7,875 $791,000
Q4 2021 Feb 14, 2022	BUY	$109.8 - $123.28 $878 - $986	8 Added 0.09%	8,944 $1.03 Million
Q3 2021 Nov 15, 2021	BUY	$109.39 - $119.47 $16,299 - $17,801	149 Added 1.7%	8,936 $1 Million
Q2 2021 Aug 16, 2021	BUY	$99.98 - $113.73 $499 - $568	5 Added 0.06%	8,787 $995,000
Q1 2021 May 10, 2021	BUY	$96.94 - $112.05 $80,460 - $93,001	830 Added 10.44%	8,782 $896,000
Q2 2020 Jul 27, 2020	SELL	$57.59 - $81.27 $71,008 - $100,205	-1,233 Reduced 13.42%	7,952 $1.26 Million
Q1 2020 Apr 27, 2020	BUY	$52.32 - $81.58 $131,794 - $205,500	2,519 Added 37.79%	9,185 $1.12 Million
Q4 2019 Jan 29, 2020	BUY	$68.8 - $76.63 $84,417 - $94,025	1,227 Added 22.56%	6,666 $1.02 Million
Q3 2019 Nov 12, 2019	BUY	$70.16 - $72.24 $54,303 - $55,913	774 Added 16.59%	5,439 $769,000
Q2 2019 Aug 07, 2019	BUY	N/A	1,416 Added 43.58%	4,665 $665,000
Q1 2019 May 07, 2019	BUY	N/A	2,024 Added 165.22%	3,249 $441,000
Q4 2018 Feb 04, 2019	BUY	N/A	638 Added 108.69%	1,225 $139,000
Q3 2018 Nov 13, 2018	BUY	N/A	64 Added 12.24%	587 $80,000
Q2 2018 Aug 14, 2018	BUY	N/A	165 Added 46.09%	523 $66,000
Q1 2018 Apr 30, 2018	BUY	N/A	82 Added 29.71%	358 $44,000
Q4 2017 Feb 22, 2018	BUY	N/A	276	276 $33,000

Others Institutions Holding IWP

# of Institutions

1,318

Shares Held

127M

Call Options Held

167K

Put Options Held

267K

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About ISHARES RUSSELL MID-CAP GROWTH

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Certified Advisory Corp Ishares Russell Mid Cap Growth Transaction History