Concord Wealth Partners’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 | $45.6K | Hold |
329
| – | – | 0.01% | 355 |
|
|
2025
Q1 | $38.6K | Hold |
329
| – | – | 0.01% | 355 |
|
|
2024
Q4 | $41.6K | Sell |
329
-2
| -0.6% | -$253 | 0.01% | 355 |
|
|
2024
Q3 | $38.8K | Buy |
331
+1
| +0.3% | +$117 | 0.01% | 369 |
|
|
2024
Q2 | $36.5K | Hold |
330
| – | – | 0.01% | 348 |
|
|
2024
Q1 | $37.7K | Sell |
330
-103
| -24% | -$11.8K | 0.01% | 396 |
|
|
2023
Q4 | $45.3K | Hold |
433
| – | – | 0.01% | 369 |
|
|
2023
Q3 | $39.6K | Sell |
433
-1
| -0.2% | -$91 | 0.01% | 408 |
|
|
2023
Q2 | $42K | Buy |
434
+20
| +5% | +$1.93K | 0.01% | 392 |
|
|
2023
Q1 | $37.7K | Sell |
414
-947
| -70% | -$86.3K | 0.01% | 387 |
|
|
2022
Q4 | $114K | Buy |
+1,361
| New | +$114K | 0.03% | 228 |
|
|
2022
Q3 | – | Sell |
-791
| Closed | -$63K | – | 650 |
|
|
2022
Q2 | $63K | Sell |
791
-11
| -1% | -$876 | 0.02% | 328 |
|
|
2022
Q1 | $81K | Buy |
802
+198
| +33% | +$20K | 0.02% | 333 |
|
|
2021
Q4 | $70K | Buy |
604
+303
| +101% | +$35.1K | 0.02% | 385 |
|
|
2021
Q3 | $34K | Buy |
301
+1
| +0.3% | +$113 | 0.01% | 282 |
|
|
2021
Q2 | $34K | Hold |
300
| – | – | 0.01% | 408 |
|
|
2021
Q1 | $31K | Hold |
300
| – | – | 0.01% | 411 |
|
|
2020
Q4 | $31K | Buy |
+300
| New | +$31K | 0.02% | 260 |
|