CWM
Congress 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 | $13.9M | Buy |
100,550
+44,773
| +80% | +$6.21M | 0.14% | 179 |
|
|
2025
Q1 | $6.58M | Sell |
55,777
-77,937
| -58% | -$9.19M | 0.08% | 279 |
|
|
2024
Q4 | $16.9M | Buy |
133,714
+119,981
| +874% | +$15.2M | 0.23% | 128 |
|
|
2024
Q3 | $1.61M | Buy |
13,733
+8,138
| +145% | +$955K | 0.02% | 453 |
|
|
2024
Q2 | $617K | Buy |
5,595
+1,970
| +54% | +$217K | 0.01% | 503 |
|
|
2024
Q1 | $414K | Sell |
3,625
-155,901
| -98% | -$17.8M | 0.01% | 468 |
|
|
2023
Q4 | $16.7M | Buy |
159,526
+133,419
| +511% | +$13.9M | 0.31% | 82 |
|
|
2023
Q3 | $2.38M | Buy |
26,107
+22,030
| +540% | +$2.01M | 0.05% | 282 |
|
|
2023
Q2 | $394K | Sell |
4,077
-2,072
| -34% | -$200K | 0.01% | 448 |
|
|
2023
Q1 | $560K | Sell |
6,149
-135,618
| -96% | -$12.3M | 0.01% | 405 |
|
|
2022
Q4 | $11.9M | Buy |
141,767
+121,232
| +590% | +$10.1M | 0.3% | 89 |
|
|
2022
Q3 | $1.61M | Buy |
20,535
+14,526
| +242% | +$1.14M | 0.04% | 292 |
|
|
2022
Q2 | $476K | Buy |
6,009
+1,535
| +34% | +$122K | 0.01% | 416 |
|
|
2022
Q1 | $450K | Sell |
4,474
-40,286
| -90% | -$4.05M | 0.01% | 452 |
|
|
2021
Q4 | $5.16M | Buy |
+44,760
| New | +$5.16M | 0.1% | 216 |
|