Cahill Wealth Management’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
Q1 | $329K | Hold |
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|
2024
Q4 | $355K | Hold |
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|
2024
Q3 | $328K | Hold |
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|
2024
Q2 | $309K | Hold |
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|
2024
Q1 | $320K | Sell |
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|
2023
Q4 | $299K | Hold |
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|
2023
Q3 | $261K | Hold |
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|
2023
Q2 | $277K | Hold |
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|
2023
Q1 | $261K | Hold |
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|
2022
Q4 | $265K | Sell |
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|
2022
Q3 | $614K | Sell |
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|
2022
Q2 | $766K | Sell |
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|
2022
Q1 | $1.06M | Buy |
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