CCG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $358K | Buy |
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|
2025
Q2 | $258K | Hold |
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|
2025
Q1 | $218K | Hold |
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|
2024
Q4 | $236K | Hold |
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|
2024
Q3 | $218K | Sell |
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|
2024
Q2 | $228K | Sell |
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|
2024
Q1 | $271K | Hold |
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|
2023
Q4 | $248K | Sell |
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|
2023
Q3 | $382K | Buy |
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|
2023
Q2 | $209K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $227K | Hold |
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|
2022
Q1 | $288K | Hold |
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|
2021
Q4 | $330K | Hold |
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|
2021
Q3 | $321K | Hold |
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|
2021
Q2 | $324K | Hold |
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|
2021
Q1 | $292K | Sell |
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|
2020
Q4 | $299K | Hold |
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|
2020
Q3 | $252K | Hold |
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|
2020
Q2 | $230K | Sell |
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|
2020
Q1 | $221K | Sell |
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|
2019
Q4 | $315K | Sell |
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|
2019
Q3 | $337K | Sell |
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|
2019
Q2 | $355K | Hold |
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|
2019
Q1 | $337K | Sell |
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|
2018
Q4 | $307K | Buy |
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