Evanson Asset Management, LLC Ishares Russell Mid Cap Growth Transaction History

Evanson Asset Management, LLC

  • $1.43 Billion
  • Q2 2025

A detailed history of Evanson Asset Management, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Evanson Asset Management, LLC holds 1,662 shares of IWP stock, worth $230,403. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,662
Holding current value
$230,403
% of portfolio
0.02%

Shares

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

Jul 15, 2025
BUY
$104.34 - $138.68 $173,413 - $230,486
1,662 New
1,662 $230,000
Q4 2024

Jan 16, 2025
BUY
$116.4 - $138.52 $193,456 - $230,220
1,662 New
1,662 $210,000
Q2 2022

Jul 13, 2022
SELL
$75.41 - $102.47 $171,783 - $233,426
-2,278 Closed
0 $0
Q4 2020

Jan 22, 2021
BUY
$86.54 - $104.78 $197,138 - $238,688
2,278 New
2,278 $234,000

Others Institutions Holding IWP

# of Institutions
1,303
Shares Held
131M
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 Evanson Asset Management, LLC Portfolio

Follow Evanson Asset Management, LLC 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 Evanson Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evanson Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email