Founders Financial Alliance’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 | – | Sell |
-307
| Closed | -$36K | – | 590 |
|
|
2025
Q1 | $36K | Buy |
307
+50
| +19% | +$5.87K | 0.01% | 467 |
|
|
2024
Q4 | $32.5K | Buy |
257
+1
| +0.4% | +$127 | 0.01% | 413 |
|
|
2024
Q3 | $30.1K | Hold |
256
| – | – | 0.01% | 425 |
|
|
2024
Q2 | $28.3K | Hold |
256
| – | – | 0.01% | 415 |
|
|
2024
Q1 | $29.2K | Hold |
256
| – | – | 0.01% | 417 |
|
|
2023
Q4 | $26.7K | Sell |
256
-100
| -28% | -$10.4K | 0.01% | 384 |
|
|
2023
Q3 | $32.5K | Hold |
356
| – | – | 0.01% | 347 |
|
|
2023
Q2 | $34.4K | Buy |
356
+28
| +9% | +$2.71K | 0.01% | 372 |
|
|
2023
Q1 | $29.4K | Buy |
328
+72
| +28% | +$6.46K | 0.01% | 349 |
|
|
2022
Q4 | $21.4K | Hold |
256
| – | – | 0.01% | 389 |
|
|
2022
Q3 | $20K | Sell |
256
-592
| -70% | -$46.3K | 0.01% | 386 |
|
|
2022
Q2 | $67K | Buy |
848
+592
| +231% | +$46.8K | 0.03% | 302 |
|
|
2022
Q1 | $26K | Hold |
256
| – | – | 0.01% | 356 |
|
|
2021
Q4 | $29K | Hold |
256
| – | – | 0.01% | 387 |
|
|
2021
Q3 | $29K | Hold |
256
| – | – | 0.01% | 360 |
|
|
2021
Q2 | $29K | Hold |
256
| – | – | 0.01% | 379 |
|
|
2021
Q1 | $26K | Hold |
256
| – | – | 0.01% | 371 |
|
|
2020
Q4 | $26K | Hold |
256
| – | – | 0.01% | 332 |
|
|
2020
Q3 | $24K | Buy |
+256
| New | +$24K | 0.01% | 530 |
|