Garden State Investment Advisory Services’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 | $919K | Sell |
6,629
-49
| -0.7% | -$6.8K | 0.23% | 82 |
|
|
2025
Q1 | $785K | Hold |
6,678
| – | – | 0.25% | 83 |
|
|
2024
Q4 | $847K | Hold |
6,678
| – | – | 0.25% | 73 |
|
|
2024
Q3 | $783K | Sell |
6,678
-257
| -4% | -$30.1K | 0.25% | 79 |
|
|
2024
Q2 | $765K | Sell |
6,935
-1
| -0% | -$110 | 0.26% | 76 |
|
|
2024
Q1 | $787K | Sell |
6,936
-1
| -0% | -$113 | 0.29% | 77 |
|
|
2023
Q4 | $725K | Sell |
6,937
-150
| -2% | -$15.7K | 0.29% | 76 |
|
|
2023
Q3 | $647K | Sell |
7,087
-251
| -3% | -$22.9K | 0.3% | 74 |
|
|
2023
Q2 | $709K | Hold |
7,338
| – | – | 0.28% | 72 |
|
|
2023
Q1 | $668K | Sell |
7,338
-1,126
| -13% | -$103K | 0.29% | 67 |
|
|
2022
Q4 | $708K | Buy |
+8,464
| New | +$708K | 0.42% | 56 |
|