Ever Source Wealth Advisors, LLC Ishares Russell Mid Cap Growth Transaction History

Ever Source Wealth Advisors, LLC

$1.95 Billion
Q2 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 2,150 shares of IWP stock, worth $308,589. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,150

Previous 15,178 85.83%

Holding current value

$308,589

Previous $1.78 Million 83.29%

% of portfolio

0.02%

Previous 0.11%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$104.34 - $138.68 $1.36 Million - $1.81 Million	-13,028 Reduced 85.83%	2,150 $298,000
Q1 2025 May 13, 2025	SELL	$114.9 - $139.6 $90,196 - $109,586	-785 Reduced 4.92%	15,178 $1.78 Million
Q4 2024 Feb 07, 2025	SELL	$116.4 - $138.52 $162,378 - $193,235	-1,395 Reduced 8.04%	15,963 $2.02 Million
Q3 2024 Nov 08, 2024	SELL	$103.87 - $117.59 $217,503 - $246,233	-2,094 Reduced 10.76%	17,358 $2.04 Million
Q2 2024 Aug 13, 2024	BUY	$105.7 - $113.43 $919,061 - $986,273	8,695 Added 80.83%	19,452 $2.15 Million
Q1 2024 Jun 11, 2024	BUY	$100.66 - $114.14 $961,403 - $1.09 Million	9,551 Added 791.96%	10,757 $1.23 Million
Q4 2023 Feb 09, 2024	BUY	$85.66 - $105.12 $9,422 - $11,563	110 Added 10.04%	1,206 $125,000
Q2 2023 Aug 04, 2023	BUY	$87.72 - $96.63 $87 - $96	1 Added 0.09%	1,096 $105,000
Q4 2022 Feb 09, 2023	BUY	$77.4 - $89.88 $40,712 - $47,276	526 Added 92.44%	1,095 $91,000
Q3 2022 Nov 07, 2022	BUY	$78.02 - $94.38 $2,886 - $3,492	37 Added 6.95%	569 $45,000
Q2 2022 Aug 01, 2022	BUY	$75.41 - $102.47 $75 - $102	1 Added 0.19%	532 $42,000
Q1 2022 May 25, 2022	SELL	$89.52 - $114.03 $268 - $342	-3 Reduced 0.56%	531 $53,000
Q4 2021 Feb 07, 2022	BUY	$109.8 - $123.28 $58,633 - $65,831	534 New	534 $62,000

Others Institutions Holding IWP

# of Institutions

1,308

Shares Held

117M

Call Options Held

196K

Put Options Held

340K

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
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Ever Source Wealth Advisors, LLC Ishares Russell Mid Cap Growth Transaction History