Bragg Financial Advisors’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 | $705K | Hold |
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|
2025
Q2 | $687K | Buy |
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|
2025
Q1 | $576K | Hold |
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|
2024
Q4 | $621K | Sell |
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|
2024
Q3 | $597K | Buy |
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|
2024
Q2 | $459K | Sell |
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|
2024
Q1 | $485K | Buy |
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|
2023
Q4 | $439K | Hold |
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|
2023
Q3 | $384K | Sell |
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|
2023
Q2 | $409K | Sell |
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|
2023
Q1 | $401K | Sell |
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|
2022
Q4 | $392K | Buy |
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|
2022
Q3 | $323K | Sell |
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|
2022
Q2 | $514K | Buy |
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|
2022
Q1 | $452K | Buy |
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|
2021
Q4 | $384K | Hold |
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|
2021
Q3 | $384K | Buy |
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|
2021
Q2 | $387K | Hold |
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|
2021
Q1 | $349K | Buy |
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|
2020
Q4 | $233K | Sell |
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|
2020
Q3 | $226K | Hold |
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|
2020
Q2 | $206K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $211K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $202K | Buy |
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