A detailed history of Steward Partners Investment Advisory, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 174,412 shares of IWP stock, worth $23.4 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
174,412
Previous 169,711 2.77%
Holding current value
$23.4 Million
Previous $18.7 Million 9.23%
% of portfolio
0.19%
Previous 0.2%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$103.87 - $117.59 $488,292 - $552,790
4,701 Added 2.77%
174,412 $20.5 Million
Q2 2024

Aug 08, 2024

SELL
$105.7 - $113.43 $15,537 - $16,674
-147 Reduced 0.09%
169,711 $18.7 Million
Q1 2024

May 15, 2024

SELL
$100.66 - $114.14 $1.76 Million - $2 Million
-17,520 Reduced 9.35%
169,858 $19.4 Million
Q4 2023

Feb 12, 2024

BUY
$85.66 - $105.12 $2.08 Million - $2.55 Million
24,300 Added 14.9%
187,378 $19.6 Million
Q3 2023

Nov 13, 2023

BUY
$89.97 - $100.32 $1.22 Million - $1.36 Million
13,510 Added 9.03%
163,078 $14.9 Million
Q2 2023

Aug 14, 2023

BUY
$87.72 - $96.63 $996,236 - $1.1 Million
11,357 Added 8.22%
149,568 $14.5 Million
Q1 2023

May 15, 2023

BUY
$82.89 - $94.68 $1.64 Million - $1.87 Million
19,781 Added 16.7%
138,211 $12.6 Million
Q4 2022

Feb 15, 2023

SELL
$77.4 - $89.88 $298,454 - $346,577
-3,856 Reduced 3.15%
118,430 $9.9 Million
Q3 2022

Nov 10, 2022

BUY
$78.02 - $94.38 $654,197 - $791,376
8,385 Added 7.36%
122,286 $9.59 Million
Q2 2022

Aug 04, 2022

BUY
$75.41 - $102.47 $161,151 - $218,978
2,137 Added 1.91%
113,901 $9.02 Million
Q1 2022

May 02, 2022

BUY
$89.52 - $114.03 $750,446 - $955,913
8,383 Added 8.11%
111,764 $11.2 Million
Q4 2021

Feb 08, 2022

SELL
$109.8 - $123.28 $2.91 Million - $3.26 Million
-26,461 Reduced 20.38%
103,381 $11.9 Million
Q3 2021

Nov 12, 2021

BUY
$109.39 - $119.47 $1.44 Million - $1.57 Million
13,122 Added 11.24%
129,842 $14.6 Million
Q2 2021

Aug 13, 2021

SELL
$99.98 - $113.73 $313,237 - $356,316
-3,133 Reduced 2.61%
116,720 $13.2 Million
Q1 2021

May 14, 2021

BUY
$96.94 - $112.05 $221,895 - $256,482
2,289 Added 1.95%
119,853 $0
Q4 2020

Feb 11, 2021

BUY
$86.54 - $104.78 $4.97 Million - $6.01 Million
57,385 Added 95.36%
117,564 $12.1 Million
Q3 2020

Oct 30, 2020

SELL
$79.56 - $90.13 $20,924 - $23,704
-263 Reduced 0.44%
60,179 $10.4 Million
Q2 2020

Aug 06, 2020

BUY
$57.59 - $81.27 $323,425 - $456,412
5,616 Added 10.24%
60,442 $9.56 Million
Q1 2020

Apr 29, 2020

SELL
$52.32 - $81.58 $178,986 - $279,085
-3,421 Reduced 5.87%
54,826 $6.67 Million
Q4 2019

Jan 17, 2020

BUY
$68.8 - $76.63 $983,771 - $1.1 Million
14,299 Added 32.54%
58,247 $8.89 Million
Q3 2019

Oct 30, 2019

BUY
$70.16 - $72.24 $986,239 - $1.02 Million
14,057 Added 47.03%
43,948 $6.21 Million
Q2 2019

Jul 25, 2019

BUY
N/A
12,573 Added 72.6%
29,891 $4.26 Million
Q1 2019

Apr 30, 2019

SELL
N/A
-751 Reduced 4.16%
17,318 $2.35 Million
Q4 2018

Jan 15, 2019

SELL
N/A
-2,901 Reduced 13.83%
18,069 $2.05 Million
Q3 2018

Oct 23, 2018

BUY
N/A
618 Added 3.04%
20,970 $2.84 Million
Q2 2018

Jul 20, 2018

BUY
N/A
945 Added 4.87%
20,352 $2.58 Million
Q1 2018

Apr 20, 2018

BUY
N/A
2,318 Added 13.56%
19,407 $2.39 Million
Q4 2017

Jan 19, 2018

BUY
N/A
14,425 Added 541.48%
17,089 $2.06 Million
Q3 2017

Nov 22, 2017

BUY
N/A
7 Added 0.26%
2,664 $301,000
Q2 2017

Nov 22, 2017

BUY
N/A
198 Added 8.05%
2,657 $287,000
Q1 2017

Nov 22, 2017

BUY
N/A
2,459
2,459 $255,000

Others Institutions Holding IWP

About ISHARES RUSSELL MID-CAP GROWTH


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

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, LLC 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 Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.