Fingerlakes Wealth Management, Inc. Ishares Russell Mid Cap Growth Transaction History

Fingerlakes Wealth Management, Inc.

$133 Million
Q2 2025

A detailed history of Fingerlakes Wealth Management, Inc. transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Fingerlakes Wealth Management, Inc. holds 4,115 shares of IWP stock, worth $586,058. This represents 0.43% of its overall portfolio holdings.

Number of Shares

4,115

Previous 4,111 0.1%

Holding current value

$586,058

Previous $483,000 18.01%

% of portfolio

0.43%

Previous 0.41%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	BUY	$104.34 - $138.68 $417 - $554	4 Added 0.1%	4,115 $570,000
Q1 2025 Apr 30, 2025	BUY	$114.9 - $139.6 $344 - $418	3 Added 0.07%	4,111 $483,000
Q4 2024 Jan 31, 2025	BUY	$116.4 - $138.52 $465 - $554	4 Added 0.1%	4,108 $520,000
Q3 2024 Oct 31, 2024	SELL	$103.87 - $117.59 $6,647 - $7,525	-64 Reduced 1.54%	4,104 $481,000
Q2 2024 Aug 07, 2024	BUY	$105.7 - $113.43 $422 - $453	4 Added 0.1%	4,168 $459,000
Q1 2024 Apr 24, 2024	BUY	$100.66 - $114.14 $301 - $342	3 Added 0.07%	4,164 $475,000
Q4 2023 Jan 26, 2024	BUY	$85.66 - $105.12 $1,199 - $1,471	14 Added 0.34%	4,161 $434,000
Q2 2023 Aug 10, 2023	BUY	$87.72 - $96.63 $175 - $193	2 Added 0.05%	4,147 $400,000
Q1 2023 May 02, 2023	SELL	$82.89 - $94.68 $497 - $568	-6 Reduced 0.14%	4,145 $377,000
Q4 2022 Feb 10, 2023	BUY	$77.4 - $89.88 $851 - $988	11 Added 0.27%	4,151 $347,000
Q3 2022 Oct 28, 2022	SELL	$78.02 - $94.38 $86,758 - $104,950	-1,112 Reduced 21.17%	4,140 $325,000
Q2 2022 Aug 05, 2022	BUY	$75.41 - $102.47 $527 - $717	7 Added 0.13%	5,252 $416,000
Q1 2022 May 06, 2022	BUY	$89.52 - $114.03 $716 - $912	8 Added 0.15%	5,245 $527,000
Q4 2021 Feb 17, 2022	BUY	$109.8 - $123.28 $575,022 - $645,617	5,237 New	5,237 $605,000

Others Institutions Holding IWP

# of Institutions

1,259

Shares Held

133M

Call Options Held

132K

Put Options Held

92.9K

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 Fingerlakes Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Fingerlakes Wealth Management, Inc. with notifications on news.

Account

Fingerlakes Wealth Management, Inc. Ishares Russell Mid Cap Growth Transaction History