Carlton Hofferkamp & Jenks 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
Q2 | $288K | Sell |
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|
2025
Q1 | $234K | Buy |
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|
2024
Q4 | $285K | Sell |
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|
2024
Q3 | $266K | Hold |
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|
2024
Q2 | $245K | Sell |
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|
2024
Q1 | $255K | Sell |
|
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|
2023
Q4 | $297K | Sell |
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|
2023
Q3 | $249K | Hold |
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|
2023
Q2 | $276K | Sell |
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|
2023
Q1 | $257K | Sell |
|
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|
2022
Q4 | $276K | Hold |
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|
2022
Q3 | $246K | Buy |
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|
2022
Q2 | $252K | Sell |
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|
2022
Q1 | $300K | Sell |
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|
2021
Q4 | $314K | Sell |
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|
2021
Q3 | $403K | Sell |
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|
2021
Q2 | $366K | Sell |
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|
2021
Q1 | $425K | Buy |
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|
2020
Q4 | $408K | Sell |
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|
2020
Q3 | $410K | Sell |
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|
2020
Q2 | $377K | Buy |
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|
2020
Q1 | $317K | Buy |
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|
2019
Q4 | $342K | Buy |
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