Bourgeon Capital Management’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 | $449K | Hold |
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|
2025
Q2 | $437K | Hold |
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|
2025
Q1 | $370K | Hold |
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|
2024
Q4 | $399K | Hold |
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|
2024
Q3 | $370K | Hold |
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|
2024
Q2 | $348K | Hold |
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|
2024
Q1 | $360K | Hold |
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|
2023
Q4 | $329K | Hold |
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|
2023
Q3 | $288K | Hold |
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|
2023
Q2 | $304K | Hold |
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|
2023
Q1 | $287K | Buy |
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|
2022
Q4 | $260K | Hold |
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|
2022
Q3 | $244K | Hold |
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|
2022
Q2 | $247K | Hold |
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|
2022
Q1 | $313K | Hold |
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|
2021
Q4 | $359K | Hold |
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|
2021
Q3 | $349K | Hold |
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|
2021
Q2 | $353K | Hold |
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|
2021
Q1 | $318K | Hold |
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|
2020
Q4 | $320K | Hold |
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|
2020
Q3 | $269K | Hold |
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|
2020
Q2 | $246K | Hold |
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|
2020
Q1 | $189K | Hold |
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|
2019
Q4 | $238K | Hold |
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|
2019
Q3 | $220K | Hold |
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|
2019
Q2 | $222K | Hold |
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|
2019
Q1 | $211K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $278K | Hold |
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|
2018
Q2 | $260K | Hold |
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|
2018
Q1 | $253K | Hold |
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|
2017
Q4 | $248K | Hold |
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|
2017
Q3 | $232K | Buy |
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