Falcon Wealth Planning’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
Q3 | $17.6M | Buy |
|
|||||
|
2025
Q2 | $16.6M | Sell |
|
|||||
|
2025
Q1 | $15.3M | Sell |
|
|||||
|
2024
Q4 | $20.1M | Buy |
|
|||||
|
2024
Q3 | $18.4M | Sell |
|
|||||
|
2024
Q2 | $19.9M | Sell |
|
|||||
|
2024
Q1 | $21.4M | Sell |
|
|||||
|
2023
Q4 | $22.3M | Buy |
|
|||||
|
2023
Q3 | $17.9M | Buy |
|
|||||
|
2023
Q2 | $17.9M | Buy |
|
|||||
|
2023
Q1 | $16M | Buy |
|
|||||
|
2022
Q4 | $13.5M | Buy |
|
|||||
|
2022
Q3 | $11.4M | Buy |
|
|||||
|
2022
Q2 | $10.2M | Buy |
|
|||||
|
2022
Q1 | $11.2M | Buy |
|
|||||
|
2021
Q4 | $10.8M | Buy |
|
|||||
|
2021
Q3 | $9.81M | Buy |
|
|||||
|
2021
Q2 | $8.83M | Buy |
|
|||||
|
2021
Q1 | $7.21M | Buy |
|
|||||
|
2020
Q4 | $6.56M | Buy |
|