Center for Financial Planning’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 | – | Sell |
-32
| Closed | -$3.76K | – | 684 |
|
|
2025
Q1 | $3.76K | Buy |
+32
| New | +$3.76K | ﹤0.01% | 549 |
|
|
2023
Q1 | – | Sell |
-87
| Closed | -$7.27K | – | 548 |
|
|
2022
Q4 | $7.27K | Hold |
87
| – | – | ﹤0.01% | 385 |
|
|
2022
Q3 | $7K | Hold |
87
| – | – | ﹤0.01% | 392 |
|
|
2022
Q2 | $7K | Buy |
87
+1
| +1% | +$80 | ﹤0.01% | 395 |
|
|
2022
Q1 | $9K | Sell |
86
-362
| -81% | -$37.9K | ﹤0.01% | 378 |
|
|
2021
Q4 | $52K | Sell |
448
-54
| -11% | -$6.27K | 0.01% | 223 |
|
|
2021
Q3 | $56K | Sell |
502
-20
| -4% | -$2.23K | 0.01% | 211 |
|
|
2021
Q2 | $59K | Buy |
522
+240
| +85% | +$27.1K | 0.01% | 206 |
|
|
2021
Q1 | $29K | Buy |
+282
| New | +$29K | 0.01% | 265 |
|
|
2020
Q1 | – | Sell |
-326
| Closed | -$25K | – | 588 |
|
|
2019
Q4 | $25K | Buy |
+326
| New | +$25K | 0.01% | 243 |
|