American Financial & Tax Strategies’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $386K | Buy |
2,785
+147
| +6% | +$20.4K | 0.2% | 74 |
|
|
2025
Q1 | $310K | Sell |
2,638
-434
| -14% | -$51K | 0.17% | 77 |
|
|
2024
Q4 | $389K | Hold |
3,072
| – | – | 0.2% | 73 |
|
|
2024
Q3 | $360K | Hold |
3,072
| – | – | 0.18% | 76 |
|
|
2024
Q2 | $339K | Sell |
3,072
-17
| -0.6% | -$1.88K | 0.18% | 77 |
|
|
2024
Q1 | $353K | Sell |
3,089
-56
| -2% | -$6.39K | 0.19% | 76 |
|
|
2023
Q4 | $329K | Buy |
+3,145
| New | +$329K | 0.19% | 77 |
|