Beam Wealth Advisors’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 | $3.23M | Sell |
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|
2025
Q2 | $3.17M | Buy |
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|
2025
Q1 | $2.58M | Sell |
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|
2024
Q4 | $2.88M | Sell |
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|
2024
Q3 | $2.72M | Buy |
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|
2024
Q2 | $2.45M | Sell |
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|
2024
Q1 | $2.59M | Sell |
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|
2023
Q4 | $2.38M | Buy |
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|
2023
Q3 | $1.87M | Buy |
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|
2023
Q2 | $1.7M | Buy |
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|
2023
Q1 | $274K | Sell |
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|
2022
Q4 | $263K | Buy |
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