Sowell Financial Services LLC Ishares Russell Mid Cap Growth Transaction History

Sowell Financial Services LLC

$2.34 Billion
Q2 2025

A detailed history of Sowell Financial Services LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Sowell Financial Services LLC holds 58,663 shares of IWP stock, worth $8.13 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

58,663

Previous 67,499 13.09%

Holding current value

$8.13 Million

Previous $7.94 Million 2.47%

% of portfolio

0.35%

Previous 0.38%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	SELL	$104.34 - $138.68 $921,948 - $1.23 Million	-8,836 Reduced 13.09%	58,663 $8.14 Million
Q1 2025 Apr 17, 2025	BUY	$114.9 - $139.6 $7.76 Million - $9.42 Million	67,499 New	67,499 $7.94 Million
Q2 2024 Aug 13, 2024	BUY	$105.7 - $113.43 $805,751 - $864,676	7,623 Added 14.84%	58,992 $6.51 Million
Q1 2024 May 03, 2024	BUY	$100.66 - $114.14 $387,339 - $439,210	3,848 Added 8.1%	51,369 $5.86 Million
Q4 2023 Jan 24, 2024	SELL	$85.66 - $105.12 $419,220 - $514,457	-4,894 Reduced 9.34%	47,521 $4.96 Million
Q3 2023 Nov 08, 2023	BUY	$89.97 - $100.32 $349,533 - $389,743	3,885 Added 8.01%	52,415 $4.79 Million
Q2 2023 Aug 14, 2023	BUY	$87.72 - $96.63 $4.26 Million - $4.69 Million	48,530 New	48,530 $4.69 Million
Q2 2021 Aug 05, 2021	SELL	$99.98 - $113.73 $73,985 - $84,160	-740 Closed	0 $0
Q1 2021 May 07, 2021	BUY	$96.94 - $112.05 $9,790 - $11,317	101 Added 15.81%	740 $76,000
Q4 2020 Jan 13, 2021	BUY	$86.54 - $104.78 $32,279 - $39,082	373 Added 140.23%	639 $66,000
Q3 2020 Nov 12, 2020	BUY	$79.56 - $90.13 $716 - $811	9 Added 3.5%	266 $46,000
Q2 2020 Aug 13, 2020	SELL	$57.59 - $81.27 $7,141 - $10,077	-124 Reduced 32.55%	257 $41,000
Q1 2020 May 12, 2020	SELL	$52.32 - $81.58 $49,180 - $76,685	-940 Reduced 71.16%	381 $46,000
Q4 2019 Feb 07, 2020	SELL	$68.8 - $76.63 $122,464 - $136,401	-1,780 Reduced 57.4%	1,321 $0
Q3 2019 Nov 14, 2019	SELL	$70.16 - $72.24 $3.23 Million - $3.33 Million	-46,028 Reduced 93.69%	3,101 $438,000
Q1 2019 May 15, 2019	BUY	N/A	47,089 Added 2308.28%	49,129 $0
Q4 2018 Mar 05, 2019	BUY	N/A	2,040 New	2,040 $232,000

Others Institutions Holding IWP

# of Institutions

1,296

Shares Held

130M

Call Options Held

184K

Put Options Held

331K

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 Sowell Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sowell Financial Services LLC with notifications on news.

Account

Sowell Financial Services LLC Ishares Russell Mid Cap Growth Transaction History