Cornerstone 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
Q3 | $842K | Sell |
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|
2025
Q2 | $822K | Buy |
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|
2025
Q1 | $638K | Buy |
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|
2024
Q4 | $687K | Buy |
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|
2024
Q3 | $621K | Sell |
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|
2024
Q2 | $595K | Sell |
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|
2024
Q1 | $619K | Buy |
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|
2023
Q4 | $556K | Buy |
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|
2023
Q3 | $473K | Buy |
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|
2023
Q2 | $487K | Buy |
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|
2023
Q1 | $447K | Buy |
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|
2022
Q3 | $395K | Buy |
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|
2022
Q2 | $379K | Buy |
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|
2022
Q1 | $480K | Hold |
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|
2021
Q4 | $550K | Hold |
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|
2021
Q3 | $535K | Hold |
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|
2021
Q2 | $540K | Buy |
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|
2021
Q1 | $487K | Hold |
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|
2020
Q4 | $490K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $671K | Sell |
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|
2018
Q2 | $762K | Buy |
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|
2016
Q1 | $348K | Buy |
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