CarsonAllaria Wealth Management’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 | $24.7K | Hold |
178
| – | – | 0.01% | 178 |
|
|
2025
Q1 | $20.9K | Hold |
178
| – | – | 0.01% | 190 |
|
|
2024
Q4 | $22.6K | Hold |
178
| – | – | 0.01% | 188 |
|
|
2024
Q3 | $20.9K | Hold |
178
| – | – | 0.01% | 200 |
|
|
2024
Q2 | $19.6K | Sell |
178
-1,334
| -88% | -$147K | 0.01% | 194 |
|
|
2024
Q1 | $173K | Buy |
1,512
+1,334
| +749% | +$152K | 0.11% | 73 |
|
|
2023
Q4 | $18.6K | Buy |
+178
| New | +$18.6K | 0.01% | 178 |
|