AMJ Financial Wealth Management’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 | $1.09M | Sell |
7,864
-544
| -6% | -$75.4K | 0.27% | 49 |
|
|
2025
Q1 | $988K | Buy |
8,408
+2,047
| +32% | +$241K | 0.29% | 46 |
|
|
2024
Q4 | $806K | Buy |
6,361
+2,918
| +85% | +$370K | 0.22% | 56 |
|
|
2024
Q3 | $404K | Sell |
3,443
-62
| -2% | -$7.27K | 0.12% | 69 |
|
|
2024
Q2 | $387K | Sell |
3,505
-3,299
| -48% | -$364K | 0.12% | 63 |
|
|
2024
Q1 | $777K | Buy |
6,804
+4,856
| +249% | +$554K | 0.26% | 53 |
|
|
2023
Q4 | $203K | Sell |
1,948
-5,490
| -74% | -$573K | 0.09% | 66 |
|
|
2023
Q3 | $679K | Buy |
7,438
+2,170
| +41% | +$198K | 0.31% | 46 |
|
|
2023
Q2 | $509K | Buy |
+5,268
| New | +$509K | 0.22% | 54 |
|
|
2022
Q2 | – | Sell |
-2,059
| Closed | -$207K | – | 69 |
|
|
2022
Q1 | $207K | Sell |
2,059
-239
| -10% | -$24K | 0.08% | 82 |
|
|
2021
Q4 | $265K | Sell |
2,298
-1,075
| -32% | -$124K | 0.1% | 84 |
|
|
2021
Q3 | $378K | Buy |
+3,373
| New | +$378K | 0.16% | 73 |
|
|
2021
Q2 | – | Sell |
-8,353
| Closed | -$853K | – | 99 |
|
|
2021
Q1 | $853K | Buy |
8,353
+1,843
| +28% | +$188K | 0.41% | 46 |
|
|
2020
Q4 | $668K | Buy |
+6,510
| New | +$668K | 0.34% | 50 |
|