Montz Harcus Wealth Management LLC Ishares Russell Mid Cap Growth Transaction History

Montz Harcus Wealth Management LLC

$205 Million
Q2 2025

A detailed history of Montz Harcus Wealth Management LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Montz Harcus Wealth Management LLC holds 2,013 shares of IWP stock, worth $281,256. This represents 0.14% of its overall portfolio holdings.

Number of Shares

2,013

Previous 2,011 0.1%

Holding current value

$281,256

Previous $236,000 18.22%

% of portfolio

0.14%

Previous 0.13%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 21, 2025	BUY	$104.34 - $138.68 $208 - $277	2 Added 0.1%	2,013 $279,000
Q1 2025 Apr 21, 2025	BUY	$114.9 - $139.6 $229 - $279	2 Added 0.1%	2,011 $236,000
Q4 2024 Jan 29, 2025	BUY	$116.4 - $138.52 $232 - $277	2 Added 0.1%	2,009 $254,000
Q3 2024 Oct 24, 2024	BUY	$103.87 - $117.59 $207 - $235	2 Added 0.1%	2,007 $235,000
Q2 2024 Jul 19, 2024	BUY	$105.7 - $113.43 $211 - $226	2 Added 0.1%	2,005 $221,000
Q1 2024 May 07, 2024	BUY	$100.66 - $114.14 $201 - $228	2 Added 0.1%	2,003 $228,000
Q4 2023 Jan 22, 2024	BUY	$85.66 - $105.12 $171,405 - $210,345	2,001 New	2,001 $209,000
Q1 2022 May 05, 2022	SELL	$89.52 - $114.03 $177,965 - $226,691	-1,988 Closed	0 $0
Q4 2021 Mar 24, 2022	BUY	$109.8 - $123.28 $218,282 - $245,080	1,988 New	1,988 $229,000

Others Institutions Holding IWP

# of Institutions

1,305

Shares Held

131M

Call Options Held

196K

Put Options Held

340K

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 Montz Harcus Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Montz Harcus Wealth Management LLC with notifications on news.

Account

Montz Harcus Wealth Management LLC Ishares Russell Mid Cap Growth Transaction History