Vance Wealth, Inc. Ishares Russell Mid Cap Growth Transaction History

Vance Wealth, Inc.

$261 Million
Q1 2025

A detailed history of Vance Wealth, Inc. transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Vance Wealth, Inc. holds 55,940 shares of IWP stock, worth $7.92 Million. This represents 2.52% of its overall portfolio holdings.

Number of Shares

55,940

Previous 53,806 3.97%

Holding current value

$7.92 Million

Previous $6.82 Million 3.62%

% of portfolio

2.52%

Previous 2.65%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$114.9 - $139.6 $245,196 - $297,906	2,134 Added 3.97%	55,940 $6.57 Million
Q4 2024 Feb 13, 2025	SELL	$116.4 - $138.52 $312,417 - $371,787	-2,684 Reduced 4.75%	53,806 $6.82 Million
Q3 2024 Nov 08, 2024	BUY	$103.87 - $117.59 $307,351 - $347,948	2,959 Added 5.53%	56,490 $6.63 Million
Q2 2024 Aug 02, 2024	BUY	$105.7 - $113.43 $128,531 - $137,930	1,216 Added 2.32%	53,531 $5.91 Million
Q1 2024 Apr 30, 2024	BUY	$100.66 - $114.14 $321,608 - $364,677	3,195 Added 6.5%	52,315 $5.97 Million
Q4 2023 Feb 05, 2024	BUY	$85.66 - $105.12 $7,024 - $8,619	82 Added 0.17%	49,120 $5.13 Million
Q3 2023 Nov 03, 2023	BUY	$89.97 - $100.32 $38,417 - $42,836	427 Added 0.88%	49,038 $4.48 Million
Q2 2023 Aug 02, 2023	BUY	$87.72 - $96.63 $533,863 - $588,090	6,086 Added 14.31%	48,611 $4.7 Million
Q1 2023 May 10, 2023	BUY	$82.89 - $94.68 $366,125 - $418,201	4,417 Added 11.59%	42,525 $3.87 Million
Q4 2022 Jan 27, 2023	BUY	$77.4 - $89.88 $105,031 - $121,967	1,357 Added 3.69%	38,108 $0
Q3 2022 Oct 31, 2022	BUY	$78.02 - $94.38 $1.09 Million - $1.31 Million	13,930 Added 61.04%	36,751 $2.88 Million
Q2 2022 Aug 09, 2022	BUY	$75.41 - $102.47 $504,568 - $685,626	6,691 Added 41.48%	22,821 $1.81 Million
Q1 2022 May 13, 2022	BUY	$89.52 - $114.03 $1.44 Million - $1.84 Million	16,130 New	16,130 $1.62 Million

Others Institutions Holding IWP

# of Institutions

1,256

Shares Held

133M

Call Options Held

132K

Put Options Held

92.9K

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
Sector ETFs
Industry ETFs

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