Cascade Financial Partners’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 | $371K | Sell |
2,676
-11
| -0.4% | -$1.53K | 0.04% | 183 |
|
|
2025
Q1 | $316K | Buy |
2,687
+8
| +0.3% | +$940 | 0.04% | 192 |
|
|
2024
Q4 | $340K | Buy |
2,679
+218
| +9% | +$27.6K | 0.04% | 177 |
|
|
2024
Q3 | $297K | Buy |
2,461
+208
| +9% | +$25.1K | 0.04% | 186 |
|
|
2024
Q2 | $249K | Sell |
2,253
-70
| -3% | -$7.73K | 0.03% | 197 |
|
|
2024
Q1 | $255K | Buy |
+2,323
| New | +$255K | 0.04% | 193 |
|