CTWM
Cherry Tree Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $446K | Hold |
3,215
| – | – | 0.1% | 100 |
|
|
2025
Q1 | $378K | Buy |
3,215
+24
| +0.8% | +$2.82K | 0.09% | 112 |
|
|
2024
Q4 | $404K | Hold |
3,191
| – | – | 0.1% | 108 |
|
|
2024
Q3 | $374K | Hold |
3,191
| – | – | 0.09% | 117 |
|
|
2024
Q2 | $352K | Hold |
3,191
| – | – | 0.09% | 117 |
|
|
2024
Q1 | $364K | Sell |
3,191
-313
| -9% | -$35.7K | 0.09% | 111 |
|
|
2023
Q4 | $366K | Hold |
3,504
| – | – | 0.1% | 107 |
|
|
2023
Q3 | $320K | Hold |
3,504
| – | – | 0.09% | 107 |
|
|
2023
Q2 | $339K | Buy |
+3,504
| New | +$339K | 0.1% | 109 |
|