Financial Perspectives’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 | $309K | Hold |
2,227
| – | – | 0.09% | 119 |
|
|
2025
Q1 | $262K | Hold |
2,227
| – | – | 0.09% | 120 |
|
|
2024
Q4 | $282K | Sell |
2,227
-41
| -2% | -$5.2K | 0.09% | 118 |
|
|
2024
Q3 | $266K | Hold |
2,268
| – | – | 0.09% | 122 |
|
|
2024
Q2 | $250K | Hold |
2,268
| – | – | 0.09% | 121 |
|
|
2024
Q1 | $259K | Hold |
2,268
| – | – | 0.1% | 119 |
|
|
2023
Q4 | $237K | Hold |
2,268
| – | – | 0.1% | 126 |
|
|
2023
Q3 | $207K | Hold |
2,268
| – | – | 0.09% | 123 |
|
|
2023
Q2 | $219K | Buy |
2,268
+41
| +2% | +$3.96K | 0.1% | 123 |
|
|
2023
Q1 | $203K | Hold |
2,227
| – | – | 0.1% | 121 |
|
|
2022
Q4 | $186K | Buy |
2,227
+2,208
| +11,621% | +$185K | 0.1% | 125 |
|
|
2022
Q3 | $1.5K | Hold |
19
| – | – | ﹤0.01% | 602 |
|
|
2022
Q2 | $1.51K | Hold |
19
| – | – | ﹤0.01% | 611 |
|
|
2022
Q1 | $1.91K | Buy |
+19
| New | +$1.91K | ﹤0.01% | 614 |
|