Wealth Plan Partners, LLC Ishares Russell Mid Cap Growth Transaction History

Wealth Plan Partners, LLC

$552 Million
Q2 2025

A detailed history of Wealth Plan Partners, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 5,383 shares of IWP stock, worth $746,245. This represents 0.14% of its overall portfolio holdings.

Number of Shares

5,383

Previous 4,941 8.95%

Holding current value

$746,245

Previous $581 Million 99.87%

% of portfolio

0.14%

Previous 0.08%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	BUY	$104.34 - $138.68 $46,118 - $61,296	442 Added 8.95%	5,383 $746,000
Q1 2025 May 09, 2025	BUY	$114.9 - $139.6 $28,380 - $34,481	247 Added 5.26%	4,941 $581 Million
Q4 2024 Jan 30, 2025	SELL	$116.4 - $138.52 $59,480 - $70,783	-511 Reduced 9.82%	4,694 $595 Million
Q2 2024 Aug 09, 2024	SELL	$105.7 - $113.43 $6,447 - $6,919	-61 Reduced 1.16%	5,205 $574 Million
Q2 2023 Jul 31, 2023	BUY	$87.72 - $96.63 $4,824 - $5,314	55 Added 1.06%	5,266 $509 Million
Q1 2023 May 10, 2023	SELL	$82.89 - $94.68 $115,217 - $131,605	-1,390 Reduced 21.06%	5,211 $474 Million
Q4 2022 Feb 16, 2023	BUY	$77.4 - $89.88 $285,528 - $331,567	3,689 Added 126.68%	6,601 $616 Million
Q1 2022 May 03, 2022	BUY	$89.52 - $114.03 $45,207 - $57,585	505 Added 20.98%	2,912 $260,000
Q4 2021 Feb 01, 2022	BUY	$109.8 - $123.28 $264,288 - $296,734	2,407 New	2,407 $241,000

Others Institutions Holding IWP

# of Institutions

1,285

Shares Held

132M

Call Options Held

130K

Put Options Held

104K

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
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Wealth Plan Partners, LLC Ishares Russell Mid Cap Growth Transaction History