CCWM
Cassaday & Co Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293M | Sell |
2,110,082
-5,559
| -0.3% | -$771K | 7.32% | 2 |
|
|
2025
Q1 | $249M | Sell |
2,115,641
-24,045
| -1% | -$2.83M | 6.99% | 3 |
|
|
2024
Q4 | $271M | Buy |
2,139,686
+5,536
| +0.3% | +$702K | 7.4% | 3 |
|
|
2024
Q3 | $250M | Buy |
2,134,150
+47,328
| +2% | +$5.55M | 7.08% | 3 |
|
|
2024
Q2 | $230M | Buy |
2,086,822
+31,922
| +2% | +$3.52M | 7.24% | 3 |
|
|
2024
Q1 | $235M | Buy |
2,054,900
+20,302
| +1% | +$2.32M | 7.63% | 3 |
|
|
2023
Q4 | $213M | Buy |
2,034,598
+26,997
| +1% | +$2.82M | 7.37% | 3 |
|
|
2023
Q3 | $183M | Buy |
2,007,601
+16,133
| +0.8% | +$1.47M | 7.66% | 4 |
|
|
2023
Q2 | $192M | Buy |
1,991,468
+37,598
| +2% | +$3.63M | 7.63% | 4 |
|
|
2023
Q1 | $178M | Buy |
1,953,870
+159,653
| +9% | +$14.5M | 7.59% | 4 |
|
|
2022
Q4 | $150M | Buy |
+1,794,217
| New | +$150M | 6.93% | 4 |
|