Jfs Wealth Advisors, LLC Ishares Russell Mid Cap Growth Transaction History

Jfs Wealth Advisors, LLC

  • $1.69 Billion
  • Q3 2025

A detailed history of Jfs Wealth Advisors, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 422 shares of IWP stock, worth $57,746. This represents 0.0% of its overall portfolio holdings.

Number of Shares
422
Previous 370 14.05%
Holding current value
$57,746
Previous $51,000 17.65%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 10, 2025
BUY
$137.51 - $145.26 $7,150 - $7,553
52 Added 14.05%
422 $60,000
Q2 2025

Jul 24, 2025
BUY
$104.34 - $138.68 $19,407 - $25,794
186 Added 101.09%
370 $51,000
Q2 2024

Jul 15, 2024
SELL
$105.7 - $113.43 $217,213 - $233,098
-2,055 Reduced 91.78%
184 $20,000
Q1 2024

Apr 30, 2024
BUY
$100.66 - $114.14 $206,856 - $234,557
2,055 Added 1116.85%
2,239 $255,000
Q3 2021

Nov 09, 2021
BUY
$109.39 - $119.47 $20,127 - $21,982
184 New
184 $21,000

Others Institutions Holding IWP

# of Institutions
1,318
Shares Held
127M
Call Options Held
167K
Put Options Held
267K
View Full List

About ISHARES RUSSELL MID-CAP GROWTH

IWP Quotes by TradingView
  • Ticker IWP
  • Sector ETFs
  • Industry ETFs
More about IWP
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