Broadview Financial Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,095
Closed -$246K 41
2025
Q1
$246K Buy
2,095
+1
+0% +$118 0.18% 37
2024
Q4
$265K Hold
2,094
0.19% 38
2024
Q3
$246K Buy
+2,094
New +$246K 0.17% 39