A detailed history of Us Advisors Wealth Management, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 26,764 shares of IWP stock, worth $2.96 Million. This represents 1.15% of its overall portfolio holdings.

Number of Shares
26,764
Previous 24,868 7.62%
Holding current value
$2.96 Million
Previous $2.6 Million 17.6%
% of portfolio
1.15%
Previous 1.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024

BUY
$100.66 - $114.14 $190,851 - $216,409
1,896 Added 7.62%
26,764 $3.05 Million
Q4 2023

Feb 12, 2024

BUY
$85.66 - $105.12 $2.13 Million - $2.61 Million
24,868 New
24,868 $2.6 Million

Others Institutions Holding IWP

About ISHARES RUSSELL MID-CAP GROWTH


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

Track Us Advisors Wealth Management, LLC Portfolio

Follow Us Advisors Wealth Management, 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 Us Advisors Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Us Advisors Wealth Management, LLC with notifications on news.