Rockwood Wealth Management, LLC Ishares Russell Mid Cap Growth Transaction History

Rockwood Wealth Management, LLC

$981 Billion
Q1 2025

A detailed history of Rockwood Wealth Management, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Rockwood Wealth Management, LLC holds 5,451 shares of IWP stock, worth $641,201. This represents 0.07% of its overall portfolio holdings.

Number of Shares

5,451

Previous 5,451 -0.0%

Holding current value

$641,201

Previous $695 Million 7.87%

% of portfolio

0.07%

Previous 0.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$103.87 - $117.59 $11,217 - $12,699	108 Added 2.02%	5,451 $639 Million
Q2 2024 Jul 26, 2024	SELL	$105.7 - $113.43 $263,404 - $282,667	-2,492 Reduced 31.81%	5,343 $590 Million
Q1 2024 Apr 22, 2024	BUY	$100.66 - $114.14 $29,392 - $33,328	292 Added 3.87%	7,835 $894 Million
Q4 2023 Jan 17, 2024	SELL	$85.66 - $105.12 $9,850 - $12,088	-115 Reduced 1.5%	7,543 $788 Million
Q4 2022 Jul 20, 2023	SELL	$77.4 - $89.88 $27,090 - $31,458	-350 Reduced 4.37%	7,658 $640 Million
Q2 2022 Jul 20, 2023	SELL	$75.41 - $102.47 $99,541 - $135,260	-1,320 Reduced 14.15%	8,008 $634 Million
Q1 2022 Jul 20, 2023	SELL	$89.52 - $114.03 $61,589 - $78,452	-688 Reduced 6.87%	9,328 $937 Million
Q4 2021 Jul 20, 2023	BUY	$109.8 - $123.28 $1.1 Million - $1.23 Million	10,016 New	10,016 $1.15 Billion

Others Institutions Holding IWP

# of Institutions

1,227

Shares Held

116M

Call Options Held

84.8K

Put Options Held

13.5K

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
Sector ETFs
Industry ETFs

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Rockwood Wealth Management, LLC Ishares Russell Mid Cap Growth Transaction History