CWS
Cypress Wealth Services’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 | $216K | Buy |
+1,558
| New | +$216K | 0.04% | 290 |
|
|
2022
Q2 | – | Sell |
-2,170
| Closed | -$218K | – | 244 |
|
|
2022
Q1 | $218K | Hold |
2,170
| – | – | 0.06% | 219 |
|
|
2021
Q4 | $250K | Hold |
2,170
| – | – | 0.07% | 196 |
|
|
2021
Q3 | $243K | Hold |
2,170
| – | – | 0.07% | 192 |
|
|
2021
Q2 | $246K | Sell |
2,170
-4,194
| -66% | -$475K | 0.07% | 226 |
|
|
2021
Q1 | $650K | Hold |
6,364
| – | – | 0.14% | 124 |
|
|
2020
Q4 | $653K | Buy |
+6,364
| New | +$653K | 0.15% | 110 |
|
|
2020
Q3 | – | Sell |
-2,454
| Closed | -$388K | – | 128 |
|
|
2020
Q2 | $388K | Hold |
2,454
| – | – | 0.09% | 171 |
|
|
2020
Q1 | $298K | Hold |
2,454
| – | – | 0.09% | 183 |
|
|
2019
Q4 | $374K | Hold |
2,454
| – | – | 0.09% | 164 |
|
|
2019
Q3 | $347K | Buy |
2,454
+163
| +7% | +$23K | 0.1% | 170 |
|
|
2019
Q2 | $327K | Sell |
2,291
-102
| -4% | -$14.6K | 0.09% | 177 |
|
|
2019
Q1 | $325K | Buy |
2,393
+429
| +22% | +$58.3K | 0.1% | 171 |
|
|
2018
Q4 | $223K | Sell |
1,964
-41
| -2% | -$4.66K | 0.09% | 183 |
|
|
2018
Q3 | $272K | Hold |
2,005
| – | – | 0.1% | 174 |
|
|
2018
Q2 | $254K | Hold |
2,005
| – | – | 0.1% | 184 |
|
|
2018
Q1 | $247K | Hold |
2,005
| – | – | 0.11% | 156 |
|
|
2017
Q4 | $242K | Buy |
+2,005
| New | +$242K | 0.1% | 171 |
|