Cobblestone Capital Advisors’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 | $241K | Hold |
1,740
| – | – | 0.01% | 275 |
|
|
2025
Q1 | $204K | Hold |
1,740
| – | – | 0.01% | 287 |
|
|
2024
Q4 | $221K | Hold |
1,740
| – | – | 0.01% | 277 |
|
|
2024
Q3 | $204K | Buy |
+1,740
| New | +$204K | 0.01% | 280 |
|
|
2022
Q1 | – | Sell |
-1,740
| Closed | -$200K | – | 260 |
|
|
2021
Q4 | $200K | Buy |
+1,740
| New | +$200K | 0.01% | 252 |
|