DWA
Dougherty Wealth Advisers’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 | $3.93M | Sell |
28,369
-145
| -0.5% | -$20.1K | 2.61% | 9 |
|
|
2025
Q1 | $3.35M | Sell |
28,514
-218
| -0.8% | -$25.6K | 2.48% | 8 |
|
|
2024
Q4 | $3.64M | Sell |
28,732
-428
| -1% | -$54.2K | 2.82% | 8 |
|
|
2024
Q3 | $3.42M | Sell |
29,160
-13
| -0% | -$1.53K | 2.72% | 7 |
|
|
2024
Q2 | $3.22M | Sell |
29,173
-56
| -0.2% | -$6.18K | 2.81% | 7 |
|
|
2024
Q1 | $3.34M | Sell |
29,229
-2,081
| -7% | -$238K | 2.95% | 7 |
|
|
2023
Q4 | $3.27M | Buy |
+31,310
| New | +$3.27M | 3% | 6 |
|
|
2020
Q2 | – | Sell |
-2,116
| Closed | -$257K | – | 167 |
|
|
2020
Q1 | $257K | Hold |
2,116
| – | – | 1.02% | 23 |
|
|
2019
Q4 | $323K | Hold |
2,116
| – | – | 0.99% | 23 |
|
|
2019
Q3 | $299K | Sell |
2,116
-2,109
| -50% | -$298K | 0.98% | 23 |
|
|
2019
Q2 | $602K | Hold |
4,225
| – | – | 1.7% | 13 |
|
|
2019
Q1 | $573K | Hold |
4,225
| – | – | 1.94% | 11 |
|
|
2018
Q4 | $543K | Buy |
+4,225
| New | +$543K | 1.79% | 12 |
|