Values Added Financial LLC Ishares Russell Mid Cap Growth Transaction History

Values Added Financial LLC

  • $225 Billion
  • Q3 2025

A detailed history of Values Added Financial LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Values Added Financial LLC holds 4,603 shares of IWP stock, worth $629,874. This represents 0.29% of its overall portfolio holdings.

Number of Shares
4,603
Previous 4,603 -0.0%
Holding current value
$629,874
Previous $638 Million 2.69%
% of portfolio
0.29%
Previous 0.31%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023
BUY
$87.72 - $96.63 $403,775 - $444,787
4,603 New
4,603 $445 Million

Others Institutions Holding IWP

# of Institutions
1,318
Shares Held
127M
Call Options Held
167K
Put Options Held
267K
View Full List

About ISHARES RUSSELL MID-CAP GROWTH

IWP Quotes by TradingView
  • Ticker IWP
  • Sector ETFs
  • Industry ETFs
More about IWP
Track This Portfolio

Track Values Added Financial LLC Portfolio

Follow Values Added Financial 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 Values Added Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Values Added Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email