BWA
BlueChip Wealth 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 | $516K | Hold |
3,724
| – | – | 0.23% | 80 |
|
|
2025
Q1 | $438K | Hold |
3,724
| – | – | 0.21% | 88 |
|
|
2024
Q4 | $472K | Hold |
3,724
| – | – | 0.26% | 78 |
|
|
2024
Q3 | $437K | Buy |
3,724
+180
| +5% | +$21.1K | 0.23% | 90 |
|
|
2024
Q2 | $391K | Hold |
3,544
| – | – | 0.23% | 87 |
|
|
2024
Q1 | $405K | Hold |
3,544
| – | – | 0.26% | 75 |
|
|
2023
Q4 | $370K | Buy |
+3,544
| New | +$370K | 0.26% | 77 |
|