D.J. St. Germain’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 | $15K | Hold |
108
| – | – | ﹤0.01% | 614 |
|
|
2025
Q1 | $12.7K | Hold |
108
| – | – | ﹤0.01% | 541 |
|
|
2024
Q4 | $13.7K | Hold |
108
| – | – | ﹤0.01% | 553 |
|
|
2024
Q3 | $12.7K | Sell |
108
-19
| -15% | -$2.23K | ﹤0.01% | 516 |
|
|
2024
Q2 | $14K | Sell |
127
-12
| -9% | -$1.32K | ﹤0.01% | 504 |
|
|
2024
Q1 | $15.9K | Buy |
+139
| New | +$15.9K | ﹤0.01% | 509 |
|
|
2018
Q1 | – | Sell |
-76,664
| Closed | -$4.62M | – | 164 |
|
|
2017
Q4 | $4.62M | Sell |
76,664
-6,560
| -8% | -$396K | 0.55% | 53 |
|
|
2017
Q3 | $4.71M | Sell |
83,224
-2,314
| -3% | -$131K | 0.59% | 50 |
|
|
2017
Q2 | $4.62M | Buy |
85,538
+3,856
| +5% | +$208K | 0.62% | 48 |
|
|
2017
Q1 | $4.24M | Buy |
81,682
+6,786
| +9% | +$352K | 0.59% | 51 |
|
|
2016
Q4 | $3.65M | Buy |
74,896
+7,624
| +11% | +$371K | 0.49% | 55 |
|
|
2016
Q3 | $3.28M | Buy |
67,272
+22,690
| +51% | +$1.1M | 0.46% | 55 |
|
|
2016
Q2 | $2.09M | Buy |
44,582
+8,698
| +24% | +$407K | 0.29% | 68 |
|
|
2016
Q1 | $1.65M | Buy |
35,884
+12,060
| +51% | +$556K | 0.24% | 68 |
|
|
2015
Q4 | $1.1M | Buy |
+23,824
| New | +$1.1M | 0.16% | 70 |
|