Buckhead Capital 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 | $222K | Buy |
+1,600
| New | +$222K | 0.09% | 120 |
|
2025
Q1 | – | Sell |
-1,657
| Closed | -$210K | – | 127 |
|
2024
Q4 | $210K | Buy |
+1,657
| New | +$210K | 0.07% | 120 |
|
2022
Q2 | – | Sell |
-2,021
| Closed | -$203K | – | 135 |
|
2022
Q1 | $203K | Buy |
2,021
+11
| +0.5% | +$1.11K | 0.04% | 139 |
|
2021
Q4 | $232K | Buy |
2,010
+146
| +8% | +$16.9K | 0.05% | 138 |
|
2021
Q3 | $209K | Hold |
1,864
| – | – | 0.05% | 142 |
|
2021
Q2 | $211K | Buy |
+1,864
| New | +$211K | 0.05% | 140 |
|