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Bellwether Advisors’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 | $20.8K | Sell |
150
-134,373
| -100% | -$18.6M | ﹤0.01% | 297 |
|
|
2025
Q1 | $15.8M | Buy |
134,523
+133,970
| +24,226% | +$15.7M | 3.3% | 7 |
|
|
2024
Q4 | $70.1K | Buy |
+553
| New | +$70.1K | 0.01% | 204 |
|
|
2024
Q2 | – | Sell |
-45,687
| Closed | -$5.21M | – | 127 |
|
|
2024
Q1 | $5.21M | Buy |
45,687
+2,773
| +6% | +$317K | 1.15% | 21 |
|
|
2023
Q4 | $4.48M | Buy |
+42,914
| New | +$4.48M | 1.1% | 27 |
|
|
2023
Q3 | – | Sell |
-129,864
| Closed | -$12.5M | – | 115 |
|
|
2023
Q2 | $12.5M | Buy |
+129,864
| New | +$12.5M | 3.69% | 6 |
|