Fayez Sarofim & Co’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 | $263K | Hold |
1,896
| – | – | ﹤0.01% | 283 |
|
2025
Q1 | $223K | Hold |
1,896
| – | – | ﹤0.01% | 294 |
|
2024
Q4 | $240K | Hold |
1,896
| – | – | ﹤0.01% | 289 |
|
2024
Q3 | $222K | Hold |
1,896
| – | – | ﹤0.01% | 276 |
|
2024
Q2 | $209K | Sell |
1,896
-1,212
| -39% | -$134K | ﹤0.01% | 272 |
|
2024
Q1 | $355K | Sell |
3,108
-3,000
| -49% | -$342K | ﹤0.01% | 242 |
|
2023
Q4 | $668K | Buy |
+6,108
| New | +$668K | ﹤0.01% | 190 |
|
2022
Q1 | – | Sell |
-1,896
| Closed | -$218K | – | 329 |
|
2021
Q4 | $218K | Hold |
1,896
| – | – | ﹤0.01% | 324 |
|
2021
Q3 | $212K | Hold |
1,896
| – | – | ﹤0.01% | 302 |
|
2021
Q2 | $215K | Buy |
+1,896
| New | +$215K | ﹤0.01% | 311 |
|