Fingerlakes Wealth Management’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 | $571K | Buy |
4,115
+4
| +0.1% | +$555 | 0.43% | 51 |
|
|
2025
Q1 | $483K | Buy |
4,111
+3
| +0.1% | +$353 | 0.41% | 53 |
|
|
2024
Q4 | $521K | Buy |
4,108
+4
| +0.1% | +$507 | 0.42% | 52 |
|
|
2024
Q3 | $481K | Sell |
4,104
-64
| -2% | -$7.51K | 0.4% | 58 |
|
|
2024
Q2 | $460K | Buy |
4,168
+4
| +0.1% | +$441 | 0.41% | 57 |
|
|
2024
Q1 | $475K | Buy |
4,164
+3
| +0.1% | +$342 | 0.46% | 57 |
|
|
2023
Q4 | $435K | Buy |
4,161
+14
| +0.3% | +$1.46K | 0.47% | 57 |
|
|
2023
Q3 | $379K | Hold |
4,147
| – | – | 0.46% | 59 |
|
|
2023
Q2 | $401K | Buy |
4,147
+2
| +0% | +$193 | 0.46% | 60 |
|
|
2023
Q1 | $377K | Sell |
4,145
-6
| -0.1% | -$546 | 0.47% | 63 |
|
|
2022
Q4 | $347K | Buy |
4,151
+11
| +0.3% | +$920 | 0.48% | 66 |
|
|
2022
Q3 | $325K | Sell |
4,140
-1,112
| -21% | -$87.3K | 0.47% | 65 |
|
|
2022
Q2 | $416K | Buy |
5,252
+7
| +0.1% | +$554 | 0.57% | 56 |
|
|
2022
Q1 | $527K | Buy |
5,245
+8
| +0.2% | +$804 | 0.62% | 46 |
|
|
2021
Q4 | $605K | Buy |
+5,237
| New | +$605K | 0.68% | 41 |
|