Asset Dedication LLC’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $43.4K | Hold |
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|
2025
Q2 | $42.3K | Hold |
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|
2025
Q1 | $35.8K | Sell |
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|
2024
Q4 | $63.8K | Hold |
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|
2024
Q3 | $59K | Buy |
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|
2024
Q2 | $54.3K | Sell |
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|
2024
Q1 | $64K | Hold |
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|
2023
Q4 | $58K | Buy |
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|
2023
Q3 | $48K | Hold |
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|
2023
Q2 | $52K | Sell |
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|
2023
Q1 | $72K | Buy |
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|
2022
Q4 | $66K | Hold |
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|
2022
Q3 | $62K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $89K | Hold |
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|
2021
Q4 | $103K | Buy |
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|
2021
Q3 | $94K | Buy |
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|
2021
Q2 | $58K | Buy |
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|
2021
Q1 | $12K | Hold |
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|
2020
Q4 | $12K | Sell |
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|
2020
Q3 | $12K | Buy |
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|
2020
Q2 | $9K | Sell |
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|
2020
Q1 | $10K | Hold |
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|
2019
Q4 | $11K | Buy |
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|
2019
Q3 | $8K | Hold |
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|
2019
Q2 | $8K | Hold |
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|
2019
Q1 | $7K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $12K | Hold |
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|
2016
Q1 | $12K | Hold |
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|
2015
Q4 | $12K | Buy |
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