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Duncan Williams Asset Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Duncan Williams Asset Management’s Portfolio IWP Stock Details IWP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.33M Hold
9,593
– – 0.42% 41
2025
Q1 		$1.13M Sell
9,593
-4
-0% -$470 0.41% 42
2024
Q4 		$1.22M Buy
9,597
+478
+5% +$60.6K 0.48% 39
2024
Q3 		$1.07M Buy
+9,119
New +$1.07M 0.59% 31