Cahill Financial Advisors’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 |
-1,814
| Closed | -$213K | – | 278 |
|
|
2025
Q1 | $213K | Sell |
1,814
-561
| -24% | -$65.9K | 0.03% | 254 |
|
|
2024
Q4 | $301K | Hold |
2,375
| – | – | 0.04% | 219 |
|
|
2024
Q3 | $279K | Buy |
2,375
+2
| +0.1% | +$235 | 0.04% | 220 |
|
|
2024
Q2 | $262K | Buy |
2,373
+1
| +0% | +$110 | 0.04% | 232 |
|
|
2024
Q1 | $271K | Buy |
2,372
+1
| +0% | +$114 | 0.04% | 227 |
|
|
2023
Q4 | $248K | Sell |
2,371
-233
| -9% | -$24.3K | 0.04% | 218 |
|
|
2023
Q3 | $238K | Hold |
2,604
| – | – | 0.04% | 221 |
|
|
2023
Q2 | $252K | Buy |
2,604
+103
| +4% | +$9.95K | 0.04% | 213 |
|
|
2023
Q1 | $228K | Buy |
2,501
+2
| +0.1% | +$182 | 0.04% | 218 |
|
|
2022
Q4 | $209K | Buy |
+2,499
| New | +$209K | 0.04% | 218 |
|
|
2022
Q3 | – | Sell |
-3,107
| Closed | -$246K | – | 219 |
|
|
2022
Q2 | $246K | Buy |
3,107
+5
| +0.2% | +$396 | 0.05% | 192 |
|
|
2022
Q1 | $312K | Sell |
3,102
-111
| -3% | -$11.2K | 0.06% | 184 |
|
|
2021
Q4 | $370K | Sell |
3,213
-529
| -14% | -$60.9K | 0.07% | 177 |
|
|
2021
Q3 | $419K | Buy |
3,742
+585
| +19% | +$65.5K | 0.09% | 164 |
|
|
2021
Q2 | $357K | Sell |
3,157
-102
| -3% | -$11.5K | 0.08% | 165 |
|
|
2021
Q1 | $333K | Buy |
3,259
+114
| +4% | +$11.6K | 0.08% | 162 |
|
|
2020
Q4 | $323K | Buy |
+3,145
| New | +$323K | 0.08% | 159 |
|