Foundation Wealth Management (Missouri)’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 | $285K | Hold |
2,052
| – | – | 0.2% | 38 |
|
2025
Q1 | $241K | Hold |
2,052
| – | – | 0.19% | 38 |
|
2024
Q4 | $260K | Hold |
2,052
| – | – | 0.2% | 40 |
|
2024
Q3 | $241K | Hold |
2,052
| – | – | 0.18% | 36 |
|
2024
Q2 | $226K | Hold |
2,052
| – | – | 0.18% | 40 |
|
2024
Q1 | $234K | Hold |
2,052
| – | – | 0.19% | 33 |
|
2023
Q4 | $214K | Buy |
+2,052
| New | +$214K | 0.19% | 34 |
|