EPG Wealth Management’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
Q2 | – | Sell |
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|
2025
Q1 | $921K | Sell |
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|
2024
Q4 | $1.15M | Sell |
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|
2024
Q3 | $1.06M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.19M | Buy |
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|
2023
Q4 | $1.12M | Buy |
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|
2023
Q3 | $895K | Sell |
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|
2023
Q2 | $948K | Buy |
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|
2023
Q1 | $892K | Buy |
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|
2022
Q4 | $819K | Sell |
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|
2022
Q3 | $838K | Sell |
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|
2022
Q2 | $964K | Buy |
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|
2022
Q1 | $1.22M | Sell |
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|
2021
Q4 | $1.42M | Buy |
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|
2021
Q3 | $1.38M | Sell |
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|
2021
Q2 | $1.52M | Buy |
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|
2021
Q1 | $1.37M | Sell |
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|
2020
Q4 | $1.42M | Buy |
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|
2020
Q3 | $1.19M | Sell |
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|
2020
Q2 | $1.3M | Sell |
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|
2020
Q1 | $1.07M | Buy |
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|
2019
Q4 | $70K | Buy |
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