Caldwell Sutter Capital’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 | $14.1K | Hold |
102
| – | – | 0.01% | 498 |
|
|
2025
Q1 | $12K | Hold |
102
| – | – | 0.01% | 518 |
|
|
2024
Q4 | $12.9K | Hold |
102
| – | – | 0.01% | 526 |
|
|
2024
Q3 | $12K | Hold |
102
| – | – | 0.01% | 540 |
|
|
2024
Q2 | $11.3K | Hold |
102
| – | – | 0.01% | 545 |
|
|
2024
Q1 | $11.6K | Hold |
102
| – | – | 0.01% | 527 |
|
|
2023
Q4 | $10.7K | Hold |
102
| – | – | 0.01% | 540 |
|
|
2023
Q3 | $9.32K | Hold |
102
| – | – | 0.01% | 538 |
|
|
2023
Q2 | $9.86K | Hold |
102
| – | – | 0.01% | 529 |
|
|
2023
Q1 | $9.29K | Hold |
102
| – | – | 0.01% | 397 |
|
|
2022
Q4 | $8.53K | Buy |
+102
| New | +$8.53K | 0.01% | 259 |
|