Cahill 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
Q2 | – | Sell |
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|
2025
Q1 | $213K | Sell |
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|
2024
Q4 | $301K | Hold |
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|
2024
Q3 | $279K | Buy |
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|
2024
Q2 | $262K | Buy |
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|
2024
Q1 | $271K | Buy |
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|
2023
Q4 | $248K | Sell |
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|
2023
Q3 | $238K | Hold |
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|
2023
Q2 | $252K | Buy |
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|
2023
Q1 | $228K | Buy |
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|
2022
Q4 | $209K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $246K | Buy |
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|
2022
Q1 | $312K | Sell |
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|
2021
Q4 | $370K | Sell |
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|
2021
Q3 | $419K | Buy |
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|
2021
Q2 | $357K | Sell |
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|
2021
Q1 | $333K | Buy |
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|
2020
Q4 | $323K | Buy |
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