Carolinas Wealth Consulting’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 | – | Sell |
-3,466
| Closed | -$407K | – | 484 |
|
|
2025
Q1 | $407K | Buy |
3,466
+386
| +13% | +$45.3K | 0.09% | 114 |
|
|
2024
Q4 | $390K | Buy |
3,080
+3
| +0.1% | +$380 | 0.08% | 124 |
|
|
2024
Q3 | $361K | Sell |
3,077
-49
| -2% | -$5.75K | 0.07% | 138 |
|
|
2024
Q2 | $345K | Buy |
3,126
+57
| +2% | +$6.29K | 0.07% | 133 |
|
|
2024
Q1 | $350K | Buy |
3,069
+3
| +0.1% | +$342 | 0.07% | 126 |
|
|
2023
Q4 | $320K | Buy |
3,066
+4
| +0.1% | +$418 | 0.07% | 119 |
|
|
2023
Q3 | $265K | Buy |
3,062
+6
| +0.2% | +$520 | 0.07% | 125 |
|
|
2023
Q2 | $295K | Buy |
3,056
+2,988
| +4,394% | +$289K | 0.06% | 140 |
|
|
2023
Q1 | $6.19K | Hold |
68
| – | – | ﹤0.01% | 662 |
|
|
2022
Q4 | $5.69K | Hold |
68
| – | – | ﹤0.01% | 677 |
|
|
2022
Q3 | $5K | Hold |
68
| – | – | ﹤0.01% | 656 |
|
|
2022
Q2 | $5K | Hold |
68
| – | – | ﹤0.01% | 655 |
|
|
2022
Q1 | $7K | Hold |
68
| – | – | ﹤0.01% | 658 |
|
|
2021
Q4 | $8K | Hold |
68
| – | – | ﹤0.01% | 646 |
|
|
2021
Q3 | $8K | Hold |
68
| – | – | ﹤0.01% | 608 |
|
|
2021
Q2 | $8K | Hold |
68
| – | – | ﹤0.01% | 632 |
|
|
2021
Q1 | $7K | Hold |
68
| – | – | ﹤0.01% | 659 |
|
|
2020
Q4 | $7K | Hold |
68
| – | – | ﹤0.01% | 616 |
|
|
2020
Q3 | $6K | Hold |
68
| – | – | ﹤0.01% | 542 |
|
|
2020
Q2 | $5K | Hold |
68
| – | – | ﹤0.01% | 403 |
|
|
2020
Q1 | $4K | Hold |
68
| – | – | ﹤0.01% | 163 |
|
|
2019
Q4 | $5K | Buy |
+68
| New | +$5K | 0.01% | 80 |
|