Callan Family Office’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 | $1.09M | Sell |
7,857
-229
| -3% | -$31.8K | 0.03% | 377 |
|
|
2025
Q1 | $950K | Buy |
8,086
+9
| +0.1% | +$1.06K | 0.07% | 221 |
|
|
2024
Q4 | $1.02M | Sell |
8,077
-37
| -0.5% | -$4.69K | 0.07% | 249 |
|
|
2024
Q3 | $952K | Buy |
8,114
+1,531
| +23% | +$180K | 0.16% | 71 |
|
|
2024
Q2 | $726K | Buy |
6,583
+1,716
| +35% | +$189K | 0.14% | 70 |
|
|
2024
Q1 | $556K | Buy |
4,867
+234
| +5% | +$26.7K | 0.13% | 58 |
|
|
2023
Q4 | $484K | Hold |
4,633
| – | – | 0.12% | 58 |
|
|
2023
Q3 | $423K | Hold |
4,633
| – | – | 0.11% | 58 |
|
|
2023
Q2 | $448K | Hold |
4,633
| – | – | 0.12% | 66 |
|
|
2023
Q1 | $422K | Buy |
+4,633
| New | +$422K | 0.1% | 103 |
|