Annex Advisory Services’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 | $862K | Buy |
6,215
+2,263
| +57% | +$314K | 0.02% | 171 |
|
|
2025
Q1 | $464K | Hold |
3,952
| – | – | 0.01% | 222 |
|
|
2024
Q4 | $501K | Sell |
3,952
-152
| -4% | -$19.3K | 0.02% | 212 |
|
|
2024
Q3 | $481K | Buy |
4,104
+412
| +11% | +$48.3K | 0.02% | 187 |
|
|
2024
Q2 | $407K | Buy |
3,692
+152
| +4% | +$16.8K | 0.01% | 198 |
|
|
2024
Q1 | $404K | Buy |
+3,540
| New | +$404K | 0.01% | 199 |
|