Axis Wealth Partners’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
$232K Sell
1,675
-658
-28% -$91.3K 0.15% 135
2025
Q1
$274K Sell
2,333
-96
-4% -$11.3K 0.2% 120
2024
Q4
$308K Buy
+2,429
New +$308K 0.26% 102