Focus Partners Wealth
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Focus Partners Wealth’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Focus Partners Wealth’s Portfolio IWP Stock Details IWP Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$81.4M Buy
2025
Q2 		$59.8M Sell
2025
Q1 		$51.6M Buy
2024
Q4 		$55.3M Buy
2024
Q3 		$6.63M Sell
2024
Q2 		$82.8M Buy
2024
Q1 		$43.6M Buy
2023
Q4 		$2.28M Buy