Cassaday & Co Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Cassaday & Co Wealth Management’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$293M	Sell
2025 Q1	$249M	Sell
2024 Q4	$271M	Buy
2024 Q3	$250M	Buy
2024 Q2	$230M	Buy
2024 Q1	$235M	Buy
2023 Q4	$213M	Buy
2023 Q3	$183M	Buy
2023 Q2	$192M	Buy
2023 Q1	$178M	Buy
2022 Q4	$150M	Buy