A detailed history of Edgemoor Investment Advisors, Inc. transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Edgemoor Investment Advisors, Inc. holds 2,419 shares of IWP stock, worth $331,015. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,419
Previous 1,510 60.2%
Holding current value
$331,015
Previous $209,000 64.59%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Nov 06, 2025

BUY
$137.51 - $145.26 $124,996 - $132,041
909 Added 60.2%
2,419 $344,000
Q2 2025

Aug 11, 2025

BUY
$104.34 - $138.68 $157,553 - $209,406
1,510 New
1,510 $209,000
Q4 2024

Feb 10, 2025

BUY
$116.4 - $138.52 $193,224 - $229,943
1,660 New
1,660 $210,000

Others Institutions Holding IWP

About ISHARES RUSSELL MID-CAP GROWTH


  • Ticker IWP
  • Sector ETFs
  • Industry ETFs
More about IWP
Track This Portfolio

Track Edgemoor Investment Advisors, Inc. Portfolio

Follow Edgemoor Investment Advisors, Inc. 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 Edgemoor Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Edgemoor Investment Advisors, Inc. with notifications on news.