Evoke Wealth’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Buy |
9,011
+4,203
| +87% | +$583K | 0.03% | 202 |
|
|
2025
Q1 | $565K | Hold |
4,808
| – | – | 0.01% | 257 |
|
|
2024
Q4 | $609K | Buy |
4,808
+41
| +0.9% | +$5.2K | 0.02% | 235 |
|
|
2024
Q3 | $559K | Buy |
+4,767
| New | +$559K | 0.02% | 240 |
|
|
2024
Q2 | – | Sell |
-4,767
| Closed | -$544K | – | 245 |
|
|
2024
Q1 | $544K | Buy |
+4,767
| New | +$544K | 0.02% | 235 |
|
|
2023
Q4 | – | Sell |
-4,767
| Closed | -$436K | – | 220 |
|
|
2023
Q3 | $436K | Hold |
4,767
| – | – | 0.02% | 247 |
|
|
2023
Q2 | $461K | Buy |
+4,767
| New | +$461K | 0.02% | 230 |
|