Evermay 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 | $139K | Hold |
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|
2025
Q1 | $117K | Hold |
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|
2024
Q4 | $127K | Hold |
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|
2024
Q3 | $117K | Hold |
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|
2024
Q2 | $110K | Hold |
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|
2024
Q1 | $114K | Hold |
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|
2023
Q4 | $104K | Hold |
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|
2023
Q3 | $91.5K | Hold |
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|
2023
Q2 | $96.6K | Hold |
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|
2023
Q1 | $91K | Hold |
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|
2022
Q4 | $83.6K | Hold |
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|
2022
Q3 | $78K | Hold |
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|
2022
Q2 | $79K | Hold |
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|
2022
Q1 | $101K | Hold |
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|
2021
Q4 | $115K | Hold |
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|
2021
Q3 | $112K | Hold |
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|
2021
Q2 | $113K | Buy |
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