Financial Alternatives’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 | $851K | Hold |
6,140
| – | – | 0.55% | 32 |
|
|
2025
Q1 | $721K | Hold |
6,140
| – | – | 0.51% | 33 |
|
|
2024
Q4 | $778K | Hold |
6,140
| – | – | 0.55% | 34 |
|
|
2024
Q3 | $720K | Sell |
6,140
-281
| -4% | -$33K | 0.51% | 36 |
|
|
2024
Q2 | $709K | Hold |
6,421
| – | – | 0.53% | 34 |
|
|
2024
Q1 | $733K | Hold |
6,421
| – | – | 0.57% | 33 |
|
|
2023
Q4 | $671K | Hold |
6,421
| – | – | 0.57% | 33 |
|
|
2023
Q3 | $587K | Hold |
6,421
| – | – | 0.54% | 35 |
|
|
2023
Q2 | $620K | Hold |
6,421
| – | – | 0.56% | 35 |
|
|
2023
Q1 | $585K | Hold |
6,421
| – | – | 0.56% | 36 |
|
|
2022
Q4 | $537K | Buy |
+6,421
| New | +$537K | 0.53% | 39 |
|