Chas P. Smith & Associates (CPS)’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
Q2 | $361K | Sell |
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|
2025
Q1 | $355K | Buy |
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|
2024
Q4 | $332K | Hold |
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|
2024
Q3 | $307K | Hold |
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|
2024
Q2 | $289K | Hold |
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|
2024
Q1 | $299K | Hold |
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|
2023
Q4 | $273K | Hold |
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|
2023
Q3 | $239K | Sell |
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|
2023
Q2 | $262K | Hold |
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|
2023
Q1 | $247K | Sell |
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|
2022
Q4 | $232K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $212K | Sell |
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|
2021
Q4 | $244K | Sell |
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|
2021
Q3 | $244K | Buy |
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|
2021
Q2 | $237K | Hold |
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|
2021
Q1 | $213K | Sell |
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|
2020
Q4 | $217K | Buy |
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