A detailed history of Madison Wealth Partners, Inc transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Madison Wealth Partners, Inc holds 2,891 shares of IWP stock, worth $375,540. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,891
Previous 2,891 -0.0%
Holding current value
$375,540
Previous $319,000 6.27%
% of portfolio
0.1%
Previous 0.11%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

BUY
$105.7 - $113.43 $2,431 - $2,608
23 Added 0.8%
2,891 $319,000
Q4 2023

Feb 12, 2024

BUY
$85.66 - $105.12 $58,077 - $71,271
678 Added 30.96%
2,868 $299,000
Q2 2023

Jul 20, 2023

BUY
$87.72 - $96.63 $192,106 - $211,619
2,190 New
2,190 $211,000
Q2 2022

Jul 22, 2022

SELL
$75.41 - $102.47 $165,072 - $224,306
-2,189 Closed
0 $0
Q4 2021

Jan 19, 2022

BUY
$109.8 - $123.28 $19,764 - $22,190
180 Added 8.96%
2,189 $252,000
Q3 2021

Nov 09, 2021

BUY
$109.39 - $119.47 $12,689 - $13,858
116 Added 6.13%
2,009 $225,000
Q2 2021

Jul 19, 2021

BUY
$99.98 - $113.73 $189,262 - $215,290
1,893 New
1,893 $214,000

Others Institutions Holding IWP

About ISHARES RUSSELL MID-CAP GROWTH


  • Ticker IWP
  • Sector ETFs
  • Industry ETFs
More about IWP
Track This Portfolio

Track Madison Wealth Partners, Inc Portfolio

Follow Madison Wealth Partners, Inc 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 Madison Wealth Partners, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Madison Wealth Partners, Inc with notifications on news.