Lifelong Wealth Advisors, Inc. Ishares Russell Mid Cap Growth Transaction History

Lifelong Wealth Advisors, Inc.

$336 Billion
Q3 2025

A detailed history of Lifelong Wealth Advisors, Inc. transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Lifelong Wealth Advisors, Inc. holds 11,737 shares of IWP stock, worth $1.61 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

11,737

Previous 11,851 0.96%

Holding current value

$1.61 Million

Previous $1.64 Billion 1.7%

% of portfolio

0.5%

Previous 0.55%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	SELL	$137.51 - $145.26 $15,676 - $16,559	-114 Reduced 0.96%	11,737 $1.67 Billion
Q2 2025 Jul 09, 2025	SELL	$104.34 - $138.68 $110,600 - $147,000	-1,060 Reduced 8.21%	11,851 $1.64 Billion
Q1 2025 Apr 23, 2025	SELL	$114.9 - $139.6 $76,063 - $92,415	-662 Reduced 4.88%	12,911 $1.52 Billion
Q4 2024 Feb 13, 2025	BUY	$116.4 - $138.52 $1.58 Million - $1.88 Million	13,573 New	13,573 $1.72 Billion

Others Institutions Holding IWP

# of Institutions

1,319

Shares Held

127M

Call Options Held

167K

Put Options Held

267K

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
Sector ETFs
Industry ETFs

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Lifelong Wealth Advisors, Inc. Ishares Russell Mid Cap Growth Transaction History