Concord Wealth Partners’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
Q3 | $46.8K | Hold |
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|
2025
Q2 | $45.6K | Hold |
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|
2025
Q1 | $38.6K | Hold |
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|
2024
Q4 | $41.6K | Sell |
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|
2024
Q3 | $38.8K | Buy |
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|
2024
Q2 | $36.5K | Hold |
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|
2024
Q1 | $37.7K | Sell |
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|
2023
Q4 | $45.3K | Hold |
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|
2023
Q3 | $39.6K | Sell |
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|
2023
Q2 | $42K | Buy |
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|
2023
Q1 | $37.7K | Sell |
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|
2022
Q4 | $114K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $63K | Sell |
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|
2022
Q1 | $81K | Buy |
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|
2021
Q4 | $70K | Buy |
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|
2021
Q3 | $34K | Buy |
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|
2021
Q2 | $34K | Hold |
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|
2021
Q1 | $31K | Hold |
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|
2020
Q4 | $31K | Buy |
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