Congress Wealth Management’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
Q2 | $13.9M | Buy |
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|
2025
Q1 | $6.58M | Sell |
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|
2024
Q4 | $16.9M | Buy |
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|
2024
Q3 | $1.61M | Buy |
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|
2024
Q2 | $617K | Buy |
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|
2024
Q1 | $414K | Sell |
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|
2023
Q4 | $16.7M | Buy |
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|
2023
Q3 | $2.38M | Buy |
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|
2023
Q2 | $394K | Sell |
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|
2023
Q1 | $560K | Sell |
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|
2022
Q4 | $11.9M | Buy |
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|
2022
Q3 | $1.61M | Buy |
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|
2022
Q2 | $476K | Buy |
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|
2022
Q1 | $450K | Sell |
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|
2021
Q4 | $5.16M | Buy |
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