Cassady Schiller Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $851K | Sell |
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|
2024
Q3 | $845K | Hold |
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|
2024
Q2 | $795K | Sell |
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|
2024
Q1 | $944K | Hold |
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|
2023
Q4 | $864K | Buy |
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|
2023
Q3 | $756K | Buy |
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|
2023
Q2 | $747K | Hold |
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|
2023
Q1 | $704K | Sell |
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|
2022
Q4 | $727K | Buy |
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|
2022
Q3 | $284K | Sell |
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|
2022
Q2 | $290K | Sell |
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|
2022
Q1 | $520K | Buy |
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|
2021
Q4 | $595K | Buy |
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