Csenge Advisory Group’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 | $200K | Buy |
+1,508
| New | +$200K | 0.01% | 658 |
|
|
2025
Q1 | – | Sell |
-3,198
| Closed | -$405K | – | 706 |
|
|
2024
Q4 | $405K | Buy |
+3,198
| New | +$405K | 0.02% | 482 |
|
|
2024
Q2 | – | Sell |
-3,365
| Closed | -$384K | – | 710 |
|
|
2024
Q1 | $384K | Buy |
3,365
+761
| +29% | +$86.9K | 0.02% | 493 |
|
|
2023
Q4 | $272K | Buy |
2,604
+329
| +14% | +$34.4K | 0.02% | 545 |
|
|
2023
Q3 | $208K | Sell |
2,275
-610
| -21% | -$55.7K | 0.01% | 582 |
|
|
2023
Q2 | $279K | Buy |
+2,885
| New | +$279K | 0.02% | 519 |
|
|
2021
Q4 | – | Sell |
-2,374
| Closed | -$268K | – | 584 |
|
|
2021
Q3 | $268K | Buy |
+2,374
| New | +$268K | 0.02% | 492 |
|
|
2020
Q1 | – | Sell |
-8,148
| Closed | -$622K | – | 319 |
|
|
2019
Q4 | $622K | Buy |
8,148
+3,222
| +65% | +$246K | 0.16% | 126 |
|
|
2019
Q3 | $348K | Buy |
4,926
+1,026
| +26% | +$72.5K | 0.1% | 189 |
|
|
2019
Q2 | $278K | Buy |
3,900
+22
| +0.6% | +$1.57K | 0.09% | 154 |
|
|
2019
Q1 | $263K | Sell |
3,878
-12,168
| -76% | -$825K | 0.09% | 160 |
|
|
2018
Q4 | $912K | Buy |
+16,046
| New | +$912K | 0.33% | 64 |
|