AWMNH
Arcadia Wealth Management (New Hampshire)’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.59M | Sell |
33,085
-617
| -2% | -$85.6K | 2.01% | 13 |
|
|
2025
Q1 | $3.96M | Buy |
33,702
+620
| +2% | +$72.8K | 1.95% | 14 |
|
|
2024
Q4 | $4.19M | Buy |
33,082
+906
| +3% | +$115K | 2.12% | 11 |
|
|
2024
Q3 | $3.77M | Sell |
32,176
-698
| -2% | -$81.7K | 1.98% | 11 |
|
|
2024
Q2 | $3.63M | Sell |
32,874
-64
| -0.2% | -$7.06K | 2.07% | 11 |
|
|
2024
Q1 | $3.76M | Buy |
32,938
+168
| +0.5% | +$19.2K | 2.31% | 11 |
|
|
2023
Q4 | $3.42M | Buy |
32,770
+2,474
| +8% | +$258K | 2.38% | 11 |
|
|
2023
Q3 | $2.77M | Buy |
30,296
+791
| +3% | +$72.3K | 2.16% | 13 |
|
|
2023
Q2 | $2.85M | Buy |
29,505
+2,854
| +11% | +$276K | 2.1% | 13 |
|
|
2023
Q1 | $2.43M | Buy |
26,651
+1,612
| +6% | +$147K | 2.01% | 15 |
|
|
2022
Q4 | $2.09M | Buy |
+25,039
| New | +$2.09M | 1.84% | 18 |
|