Dougherty Wealth Advisers’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 | $878K | Sell |
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|
2025
Q2 | $3.93M | Sell |
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|
2025
Q1 | $3.35M | Sell |
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|
2024
Q4 | $3.64M | Sell |
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|
2024
Q3 | $3.42M | Sell |
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|
2024
Q2 | $3.22M | Sell |
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|
2024
Q1 | $3.34M | Sell |
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|
2023
Q4 | $3.27M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $257K | Hold |
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|
2019
Q4 | $323K | Hold |
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|
2019
Q3 | $299K | Sell |
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|
2019
Q2 | $602K | Hold |
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|
2019
Q1 | $573K | Hold |
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|
2018
Q4 | $543K | Buy |
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