Forum Financial 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
$235K Buy
+1,691
New +$235K ﹤0.01% 811
2025
Q1
Sell
-1,691
Closed -$214K 901
2024
Q4
$214K Buy
+1,691
New +$214K ﹤0.01% 812