Cypress Wealth Services’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 | $301K | Buy |
|
|||||
|
2025
Q2 | $216K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $218K | Hold |
|
|||||
|
2021
Q4 | $250K | Hold |
|
|||||
|
2021
Q3 | $243K | Hold |
|
|||||
|
2021
Q2 | $246K | Sell |
|
|||||
|
2021
Q1 | $650K | Hold |
|
|||||
|
2020
Q4 | $653K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $388K | Hold |
|
|||||
|
2020
Q1 | $298K | Hold |
|
|||||
|
2019
Q4 | $374K | Hold |
|
|||||
|
2019
Q3 | $347K | Buy |
|
|||||
|
2019
Q2 | $327K | Sell |
|
|||||
|
2019
Q1 | $325K | Buy |
|
|||||
|
2018
Q4 | $223K | Sell |
|
|||||
|
2018
Q3 | $272K | Hold |
|
|||||
|
2018
Q2 | $254K | Hold |
|
|||||
|
2018
Q1 | $247K | Hold |
|
|||||
|
2017
Q4 | $242K | Buy |
|