Simplicity Wealth,Llc Ishares Russell Mid Cap Growth Transaction History

Simplicity Wealth,Llc

  • $2.26 Billion
  • Q2 2025

A detailed history of Simplicity Wealth,Llc transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Simplicity Wealth,Llc holds 39,718 shares of IWP stock, worth $5.7 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
39,718
Previous 20,763 91.29%
Holding current value
$5.7 Million
Previous $2.44 Million 125.55%
% of portfolio
0.24%
Previous 0.2%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
BUY
$104.34 - $138.68 $1.98 Million - $2.63 Million
18,955 Added 91.29%
39,718 $5.51 Million
Q1 2025

Apr 14, 2025
BUY
$114.9 - $139.6 $2.03 Million - $2.47 Million
17,697 Added 577.2%
20,763 $2.44 Million
Q4 2024

Feb 07, 2025
SELL
$116.4 - $138.52 $2.8 Million - $3.33 Million
-24,024 Reduced 88.68%
3,066 $388,000
Q3 2024

Oct 09, 2024
SELL
$103.87 - $117.59 $3.22 Million - $3.64 Million
-30,978 Reduced 53.35%
27,090 $3.18 Million
Q2 2024

Jul 10, 2024
SELL
$105.7 - $113.43 $1.43 Million - $1.54 Million
-13,549 Reduced 18.92%
58,068 $6.41 Million
Q1 2024

Apr 24, 2024
BUY
$100.66 - $114.14 $2.67 Million - $3.03 Million
26,527 Added 58.83%
71,617 $8.17 Million
Q4 2023

Jan 29, 2024
BUY
$85.66 - $105.12 $1.69 Million - $2.07 Million
19,733 Added 77.82%
45,090 $4.71 Million
Q3 2023

Oct 19, 2023
SELL
$89.97 - $100.32 $724,978 - $808,378
-8,058 Reduced 24.11%
25,357 $2.32 Million
Q2 2023

Jul 26, 2023
SELL
$87.72 - $96.63 $216,931 - $238,965
-2,473 Reduced 6.89%
33,415 $3.23 Million
Q1 2023

Apr 27, 2023
BUY
$82.89 - $94.68 $856,999 - $978,896
10,339 Added 40.47%
35,888 $3.27 Million
Q4 2022

Feb 15, 2023
BUY
$77.4 - $89.88 $1.98 Million - $2.3 Million
25,549 New
25,549 $2.14 Million

Others Institutions Holding IWP

# of Institutions
1,310
Shares Held
117M
Call Options Held
196K
Put Options Held
340K
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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