Clayton Financial Group’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 |
-1,928
| Closed | -$227K | – | 68 |
|
|
2025
Q1 | $227K | Buy |
1,928
+36
| +2% | +$4.23K | 0.08% | 104 |
|
|
2024
Q4 | $240K | Sell |
1,892
-423
| -18% | -$53.6K | 0.09% | 106 |
|
|
2024
Q3 | $272K | Sell |
2,315
-482
| -17% | -$56.5K | 0.1% | 92 |
|
|
2024
Q2 | $319K | Buy |
2,797
+38
| +1% | +$4.34K | 0.14% | 76 |
|
|
2024
Q1 | $315K | Buy |
+2,759
| New | +$315K | 0.14% | 74 |
|