Wolff Financial Management LLC Ishares Russell Mid Cap Growth Transaction History

Wolff Financial Management LLC

$387 Million
Q2 2025

A detailed history of Wolff Financial Management LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Wolff Financial Management LLC holds 3,117 shares of IWP stock, worth $447,383. This represents 0.11% of its overall portfolio holdings.

Number of Shares

3,117

Previous 3,114 0.1%

Holding current value

$447,383

Previous $366,000 18.03%

% of portfolio

0.11%

Previous 0.1%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 09, 2025	BUY	$104.34 - $138.68 $313 - $416	3 Added 0.1%	3,117 $432,000
Q1 2025 Apr 24, 2025	SELL	$114.9 - $139.6 $6,204 - $7,538	-54 Reduced 1.7%	3,114 $366,000
Q4 2024 Jan 21, 2025	BUY	$116.4 - $138.52 $349 - $415	3 Added 0.09%	3,168 $402,000
Q3 2024 Oct 24, 2024	BUY	$103.87 - $117.59 $328,748 - $372,172	3,165 New	3,165 $371,000
Q1 2024 Apr 24, 2024	SELL	$100.66 - $114.14 $11,777 - $13,354	-117 Reduced 2.85%	3,991 $456,000
Q4 2023 Jan 25, 2024	SELL	$85.66 - $105.12 $37,690 - $46,252	-440 Reduced 9.67%	4,108 $429,000
Q3 2023 Oct 30, 2023	BUY	$89.97 - $100.32 $409,183 - $456,255	4,548 New	4,548 $415,000
Q1 2023 May 01, 2023	SELL	$82.89 - $94.68 $101,954 - $116,456	-1,230 Reduced 15.07%	6,934 $631,000
Q4 2022 Feb 06, 2023	SELL	$77.4 - $89.88 $448,223 - $520,495	-5,791 Reduced 41.5%	8,164 $682,000
Q3 2022 Oct 31, 2022	BUY	$78.02 - $94.38 $244,046 - $295,220	3,128 Added 28.89%	13,955 $1.09 Million
Q2 2022 Aug 05, 2022	SELL	$75.41 - $102.47 $483,905 - $657,549	-6,417 Reduced 37.21%	10,827 $858,000
Q1 2022 May 03, 2022	BUY	$89.52 - $114.03 $110,915 - $141,283	1,239 Added 7.74%	17,244 $1.73 Million
Q4 2021 Feb 08, 2022	BUY	$109.8 - $123.28 $1.76 Million - $1.97 Million	16,005 New	16,005 $1.84 Million

Others Institutions Holding IWP

# of Institutions

1,308

Shares Held

117M

Call Options Held

196K

Put Options Held

340K

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About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
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Wolff Financial Management LLC Ishares Russell Mid Cap Growth Transaction History