DWMS
Dominguez Wealth Management Solutions’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 | $2.15M | Buy |
15,524
+933
| +6% | +$129K | 1.49% | 14 |
|
|
2025
Q1 | $1.71M | Buy |
14,591
+405
| +3% | +$47.6K | 1.26% | 17 |
|
|
2024
Q4 | $1.8M | Sell |
14,186
-107
| -0.7% | -$13.6K | 1.31% | 17 |
|
|
2024
Q3 | $1.68M | Sell |
14,293
-860
| -6% | -$101K | 1.21% | 17 |
|
|
2024
Q2 | $1.67M | Buy |
15,153
+980
| +7% | +$108K | 1.26% | 17 |
|
|
2024
Q1 | $1.62M | Buy |
14,173
+307
| +2% | +$35K | 1.27% | 18 |
|
|
2023
Q4 | $1.45M | Buy |
13,866
+7
| +0.1% | +$731 | 1.2% | 18 |
|
|
2023
Q3 | $1.27M | Buy |
13,859
+23
| +0.2% | +$2.1K | 1.17% | 19 |
|
|
2023
Q2 | $1.34M | Buy |
13,836
+120
| +0.9% | +$11.6K | 1.17% | 19 |
|
|
2023
Q1 | $1.25M | Buy |
13,716
+309
| +2% | +$28.1K | 1.15% | 19 |
|
|
2022
Q4 | $1.12M | Buy |
+13,407
| New | +$1.12M | 1.11% | 21 |
|