Focus Partners Wealth’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 | $59.8M | Sell |
431,338
-8,195
| -2% | -$1.14M | 0.13% | 164 |
|
|
2025
Q1 | $51.6M | Buy |
439,533
+3,294
| +0.8% | +$387K | 0.13% | 161 |
|
|
2024
Q4 | $55.3M | Buy |
436,239
+379,704
| +672% | +$48.1M | 0.14% | 145 |
|
|
2024
Q3 | $6.63M | Sell |
56,535
-682,575
| -92% | -$80.1M | 0.02% | 491 |
|
|
2024
Q2 | $82.8M | Buy |
739,110
+356,926
| +93% | +$40M | 0.28% | 86 |
|
|
2024
Q1 | $43.6M | Buy |
382,184
+360,368
| +1,652% | +$41.1M | 0.35% | 66 |
|
|
2023
Q4 | $2.28M | Buy |
+21,816
| New | +$2.28M | 0.03% | 333 |
|