Fingerlakes Wealth Management’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
$587K Buy
2025
Q2
$571K Buy
2025
Q1
$483K Buy
2024
Q4
$521K Buy
2024
Q3
$481K Sell
2024
Q2
$460K Buy
2024
Q1
$475K Buy
2023
Q4
$435K Buy
2023
Q3
$379K Hold
2023
Q2
$401K Buy
2023
Q1
$377K Sell
2022
Q4
$347K Buy
2022
Q3
$325K Sell
2022
Q2
$416K Buy
2022
Q1
$527K Buy
2021
Q4
$605K Buy