Carl P. Sherr & Co’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
Q2 | $577K | Sell |
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|
2025
Q1 | $511K | Sell |
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|
2024
Q4 | $563K | Sell |
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|
2024
Q3 | $726K | Sell |
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|
2024
Q2 | $760K | Sell |
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|
2024
Q1 | $786K | Sell |
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|
2023
Q4 | $790K | Sell |
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|
2023
Q3 | $1.01M | Sell |
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|
2023
Q2 | $1.11M | Sell |
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|
2023
Q1 | $1.21M | Hold |
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|
2022
Q4 | $1.11M | Sell |
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|
2022
Q3 | $1.16M | Sell |
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|
2022
Q2 | $1.23M | Sell |
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|
2022
Q1 | $1.89M | Sell |
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|
2021
Q4 | $2.31M | Buy |
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|
2021
Q3 | $2.1M | Sell |
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|
2021
Q2 | $2.28M | Sell |
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|
2021
Q1 | $2.66M | Buy |
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|
2020
Q4 | $2.55M | Buy |
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|
2020
Q3 | $2.08M | Buy |
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|
2020
Q2 | $1.67M | Buy |
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|
2020
Q1 | $918K | Buy |
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|
2019
Q4 | $894K | Buy |
|