Cahill Wealth 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
Q1 | $329K | Hold |
2,800
| – | – | 0.17% | 43 |
|
|
2024
Q4 | $355K | Hold |
2,800
| – | – | 0.18% | 42 |
|
|
2024
Q3 | $328K | Hold |
2,800
| – | – | 0.17% | 41 |
|
|
2024
Q2 | $309K | Hold |
2,800
| – | – | 0.18% | 40 |
|
|
2024
Q1 | $320K | Sell |
2,800
-62
| -2% | -$7.08K | 0.19% | 41 |
|
|
2023
Q4 | $299K | Hold |
2,862
| – | – | 0.2% | 37 |
|
|
2023
Q3 | $261K | Hold |
2,862
| – | – | 0.2% | 37 |
|
|
2023
Q2 | $277K | Hold |
2,862
| – | – | 0.19% | 38 |
|
|
2023
Q1 | $261K | Hold |
2,862
| – | – | 0.19% | 40 |
|
|
2022
Q4 | $265K | Sell |
2,862
-4,974
| -63% | -$461K | 0.19% | 40 |
|
|
2022
Q3 | $614K | Sell |
7,836
-1,835
| -19% | -$144K | 0.55% | 25 |
|
|
2022
Q2 | $766K | Sell |
9,671
-923
| -9% | -$73.1K | 0.65% | 25 |
|
|
2022
Q1 | $1.06M | Buy |
+10,594
| New | +$1.06M | 0.79% | 18 |
|