Beam Wealth Advisors’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 | $3.17M | Buy |
22,842
+903
| +4% | +$125K | 0.94% | 25 |
|
|
2025
Q1 | $2.58M | Sell |
21,939
-776
| -3% | -$91.2K | 0.87% | 31 |
|
|
2024
Q4 | $2.88M | Sell |
22,715
-515
| -2% | -$65.3K | 0.91% | 31 |
|
|
2024
Q3 | $2.72M | Buy |
23,230
+1,054
| +5% | +$124K | 0.83% | 29 |
|
|
2024
Q2 | $2.45M | Sell |
22,176
-558
| -2% | -$61.6K | 0.81% | 30 |
|
|
2024
Q1 | $2.59M | Sell |
22,734
-32
| -0.1% | -$3.65K | 1.56% | 19 |
|
|
2023
Q4 | $2.38M | Buy |
22,766
+2,295
| +11% | +$240K | 1.51% | 19 |
|
|
2023
Q3 | $1.87M | Buy |
20,471
+2,864
| +16% | +$262K | 1.33% | 20 |
|
|
2023
Q2 | $1.7M | Buy |
17,607
+14,595
| +485% | +$1.41M | 1.18% | 23 |
|
|
2023
Q1 | $274K | Sell |
3,012
-129
| -4% | -$11.7K | 0.28% | 78 |
|
|
2022
Q4 | $263K | Buy |
+3,141
| New | +$263K | 0.27% | 79 |
|