EWM
Empirical Wealth Management’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 | – | Sell |
-3,654
| Closed | -$429K | – | 710 |
|
|
2025
Q1 | $429K | Buy |
+3,654
| New | +$429K | 0.01% | 432 |
|
|
2024
Q2 | – | Sell |
-1,815
| Closed | -$207K | – | 570 |
|
|
2024
Q1 | $207K | Buy |
+1,815
| New | +$207K | 0.01% | 506 |
|
|
2022
Q1 | – | Sell |
-1,788
| Closed | -$206K | – | 520 |
|
|
2021
Q4 | $206K | Hold |
1,788
| – | – | 0.01% | 495 |
|
|
2021
Q3 | $200K | Buy |
+1,788
| New | +$200K | 0.01% | 432 |
|