Cape Investment Advisory’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Cape Investment Advisory’s Portfolio IWP Stock Details IWP Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$15K	Sell
2025 Q1	$34K	Sell
2024 Q4	$36.9K	Buy
2024 Q3	$28.9K	Buy
2024 Q2	$26.9K	Buy
2024 Q1	$21.6K	Buy
2023 Q4	$16.6K	Sell
2023 Q3	$55.3K	Buy
2023 Q2	$57.9K	Buy
2023 Q1	$45K	Buy