EWM
Evermay 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 | $139K | Hold |
1,000
| – | – | 0.02% | 234 |
|
|
2025
Q1 | $117K | Hold |
1,000
| – | – | 0.02% | 239 |
|
|
2024
Q4 | $127K | Hold |
1,000
| – | – | 0.02% | 233 |
|
|
2024
Q3 | $117K | Hold |
1,000
| – | – | 0.02% | 252 |
|
|
2024
Q2 | $110K | Hold |
1,000
| – | – | 0.02% | 258 |
|
|
2024
Q1 | $114K | Hold |
1,000
| – | – | 0.02% | 264 |
|
|
2023
Q4 | $104K | Hold |
1,000
| – | – | 0.02% | 254 |
|
|
2023
Q3 | $91.5K | Hold |
1,000
| – | – | 0.02% | 246 |
|
|
2023
Q2 | $96.6K | Hold |
1,000
| – | – | 0.02% | 249 |
|
|
2023
Q1 | $91.1K | Hold |
1,000
| – | – | 0.02% | 247 |
|
|
2022
Q4 | $83.6K | Hold |
1,000
| – | – | 0.02% | 241 |
|
|
2022
Q3 | $78K | Hold |
1,000
| – | – | 0.02% | 239 |
|
|
2022
Q2 | $79K | Hold |
1,000
| – | – | 0.02% | 235 |
|
|
2022
Q1 | $101K | Hold |
1,000
| – | – | 0.02% | 252 |
|
|
2021
Q4 | $115K | Hold |
1,000
| – | – | 0.02% | 218 |
|
|
2021
Q3 | $112K | Hold |
1,000
| – | – | 0.02% | 208 |
|
|
2021
Q2 | $113K | Buy |
+1,000
| New | +$113K | 0.02% | 213 |
|