Fortune Financial Advisors’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
$332K Buy
2,395
+1
+0% +$139 0.27% 75
2025
Q1
$281K Buy
2,394
+657
+38% +$77.2K 0.24% 79
2024
Q4
$220K Buy
+1,737
New +$220K 0.2% 85
2024
Q1
Sell
-2,272
Closed -$237K 133
2023
Q4
$237K Buy
+2,272
New +$237K 0.17% 113