Bogart Wealth LLC’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 | $204K | Buy |
|
|||||
|
2025
Q2 | $134K | Sell |
|
|||||
|
2025
Q1 | $127K | Sell |
|
|||||
|
2024
Q4 | $144K | Hold |
|
|||||
|
2024
Q3 | $133K | Hold |
|
|||||
|
2024
Q2 | $125K | Hold |
|
|||||
|
2024
Q1 | $130K | Sell |
|
|||||
|
2023
Q4 | $121K | Hold |
|
|||||
|
2023
Q3 | $106K | Hold |
|
|||||
|
2023
Q2 | $112K | Hold |
|
|||||
|
2023
Q1 | $105K | Hold |
|
|||||
|
2022
Q4 | $96.7K | Hold |
|
|||||
|
2022
Q3 | $91K | Sell |
|
|||||
|
2022
Q2 | $96K | Sell |
|
|||||
|
2022
Q1 | $132K | Hold |
|
|||||
|
2021
Q4 | $152K | Sell |
|
|||||
|
2021
Q3 | $160K | Hold |
|
|||||
|
2021
Q2 | $162K | Sell |
|
|||||
|
2021
Q1 | $151K | Buy |
|
|||||
|
2020
Q4 | $96K | Hold |
|
|||||
|
2020
Q3 | $81K | Hold |
|
|||||
|
2020
Q2 | $74K | Hold |
|
|||||
|
2020
Q1 | $57K | Hold |
|
|||||
|
2019
Q4 | $72K | Sell |
|
|||||
|
2019
Q3 | $69K | Hold |
|
|||||
|
2019
Q2 | $69K | Sell |
|
|||||
|
2019
Q1 | $76K | Sell |
|
|||||
|
2018
Q4 | $65K | Sell |
|
|||||
|
2018
Q3 | $83K | Buy |
|
|||||
|
2018
Q2 | $71K | Hold |
|
|||||
|
2018
Q1 | $69K | Sell |
|
|||||
|
2017
Q4 | $69K | Hold |
|
|||||
|
2017
Q3 | $65K | Buy |
|