DWM
Darwin Wealth Management’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 | $109K | Hold |
788
| – | – | 0.04% | 161 |
|
|
2025
Q1 | $99.9K | Hold |
788
| – | – | 0.03% | 180 |
|
|
2024
Q4 | $99.9K | Sell |
788
-66
| -8% | -$8.37K | 0.03% | 180 |
|
|
2024
Q3 | $100K | Buy |
+854
| New | +$100K | 0.03% | 186 |
|
|
2024
Q1 | – | Sell |
-24,242
| Closed | -$2.53M | – | 146 |
|
|
2023
Q4 | $2.53M | Sell |
24,242
-2,869
| -11% | -$300K | 0.68% | 43 |
|
|
2023
Q3 | $2.48M | Sell |
27,111
-1,190
| -4% | -$109K | 0.67% | 44 |
|
|
2023
Q2 | $2.77M | Sell |
28,301
-1,689
| -6% | -$165K | 0.71% | 40 |
|
|
2023
Q1 | $2.73M | Sell |
29,990
-2,965
| -9% | -$270K | 0.74% | 35 |
|
|
2022
Q4 | $2.9M | Sell |
32,955
-6,920
| -17% | -$609K | 0.75% | 36 |
|
|
2022
Q3 | $3.18M | Sell |
39,875
-20,303
| -34% | -$1.62M | 0.8% | 34 |
|
|
2022
Q2 | $5.36M | Sell |
60,178
-17,803
| -23% | -$1.59M | 1.08% | 29 |
|
|
2022
Q1 | $7.84M | Sell |
77,981
-13,230
| -15% | -$1.33M | 1.29% | 22 |
|
|
2021
Q4 | $9.07M | Sell |
91,211
-20,905
| -19% | -$2.08M | 1.43% | 19 |
|
|
2021
Q3 | $12.6M | Sell |
112,116
-14,200
| -11% | -$1.59M | 2.01% | 14 |
|
|
2021
Q2 | $14.3M | Buy |
126,316
+92,788
| +277% | +$10.5M | 2.33% | 11 |
|
|
2021
Q1 | $3.42M | Buy |
33,528
+2,481
| +8% | +$253K | 0.6% | 43 |
|
|
2020
Q4 | $3.19M | Buy |
31,047
+18,924
| +156% | +$1.94M | 0.6% | 48 |
|
|
2020
Q3 | $2.1M | Buy |
12,123
+10,165
| +519% | +$1.76M | 0.45% | 60 |
|
|
2020
Q2 | $309K | Buy |
+1,958
| New | +$309K | 0.08% | 120 |
|