DHJJ Financial Advisors’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 | $28.8K | Buy |
208
+1
| +0.5% | +$138 | 0.01% | 423 |
|
|
2025
Q1 | $24.4K | Sell |
207
-6
| -3% | -$707 | 0.01% | 407 |
|
|
2024
Q4 | $26.9K | Buy |
213
+1
| +0.5% | +$126 | 0.01% | 387 |
|
|
2024
Q3 | $24.9K | Sell |
212
-20
| -9% | -$2.35K | 0.01% | 392 |
|
|
2024
Q2 | $25.6K | Hold |
232
| – | – | 0.01% | 357 |
|
|
2024
Q1 | $26.5K | Hold |
232
| – | – | 0.01% | 341 |
|
|
2023
Q4 | $24.3K | Sell |
232
-100
| -30% | -$10.5K | 0.01% | 345 |
|
|
2023
Q3 | $30.3K | Buy |
+332
| New | +$30.3K | 0.02% | 304 |
|