BWM
BCGM Wealth Management’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 | $361K | Hold |
2,600
| – | – | 0.1% | 120 |
|
|
2025
Q1 | $305K | Hold |
2,600
| – | – | 0.09% | 131 |
|
|
2024
Q4 | $330K | Hold |
2,600
| – | – | 0.1% | 123 |
|
|
2024
Q3 | $305K | Sell |
2,600
-675
| -21% | -$79.2K | 0.1% | 130 |
|
|
2024
Q2 | $361K | Hold |
3,275
| – | – | 0.13% | 112 |
|
|
2024
Q1 | $374K | Hold |
3,275
| – | – | 0.13% | 105 |
|
|
2023
Q4 | $342K | Buy |
+3,275
| New | +$342K | 0.14% | 99 |
|