GG
GenWealth Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.7M | Buy |
+192,302
| New | +$26.7M | 5.38% | 6 |
|
|
2025
Q1 | – | Sell |
-163,909
| Closed | -$20.8M | – | 77 |
|
|
2024
Q4 | $20.8M | Sell |
163,909
-331
| -0.2% | -$42K | 4.73% | 7 |
|
|
2024
Q3 | $19.3M | Buy |
164,240
+4,003
| +2% | +$470K | 4.43% | 8 |
|
|
2024
Q2 | $17.7M | Buy |
160,237
+2,018
| +1% | +$223K | 4.35% | 9 |
|
|
2024
Q1 | $18.1M | Buy |
158,219
+10,536
| +7% | +$1.2M | 4.55% | 8 |
|
|
2023
Q4 | $15.4M | Sell |
147,683
-12,315
| -8% | -$1.29M | 4.26% | 9 |
|
|
2023
Q3 | $14.6M | Sell |
159,998
-54
| -0% | -$4.93K | 4.43% | 8 |
|
|
2023
Q2 | $15.5M | Buy |
160,052
+2,482
| +2% | +$240K | 4.45% | 8 |
|
|
2023
Q1 | $14.3M | Buy |
157,570
+540
| +0.3% | +$49.2K | 4.4% | 8 |
|
|
2022
Q4 | $13.1M | Buy |
+157,030
| New | +$13.1M | 4.29% | 9 |
|
|
2022
Q2 | – | Sell |
-169,634
| Closed | -$17M | – | 62 |
|
|
2022
Q1 | $17M | Buy |
+169,634
| New | +$17M | 4.73% | 7 |
|
|
2021
Q4 | – | Sell |
-135,642
| Closed | -$15.2M | – | 69 |
|
|
2021
Q3 | $15.2M | Sell |
135,642
-22
| -0% | -$2.47K | 4.46% | 11 |
|
|
2021
Q2 | $15.4M | Buy |
+135,664
| New | +$15.4M | 4.53% | 11 |
|
|
2021
Q1 | – | Sell |
-147,502
| Closed | -$15.1M | – | 71 |
|
|
2020
Q4 | $15.1M | Buy |
147,502
+71,123
| +93% | +$7.3M | 5.02% | 5 |
|
|
2020
Q3 | $13.7M | Sell |
76,379
-4,875
| -6% | -$876K | 4.96% | 6 |
|
|
2020
Q2 | $13M | Buy |
+81,254
| New | +$13M | 5.04% | 6 |
|
|
2020
Q1 | – | Sell |
-97,724
| Closed | -$14.9M | – | 63 |
|
|
2019
Q4 | $14.9M | Buy |
97,724
+804
| +0.8% | +$123K | 5.77% | 5 |
|
|
2019
Q3 | $13.7M | Sell |
96,920
-930
| -1% | -$131K | 5.7% | 5 |
|
|
2019
Q2 | $14.1M | Buy |
97,850
+1,143
| +1% | +$165K | 6.01% | 5 |
|
|
2019
Q1 | $13.3M | Buy |
+96,707
| New | +$13.3M | 6.02% | 5 |
|
|
2018
Q4 | – | Sell |
-90,046
| Closed | -$12M | – | 63 |
|
|
2018
Q3 | $12M | Buy |
90,046
+1,012
| +1% | +$135K | 5.54% | 8 |
|
|
2018
Q2 | $11.3M | Buy |
89,034
+2,445
| +3% | +$310K | 5.54% | 7 |
|
|
2018
Q1 | $10.6M | Buy |
86,589
+34,541
| +66% | +$4.25M | 5.47% | 7 |
|
|
2017
Q4 | $6.68M | Buy |
52,048
+1,762
| +4% | +$226K | 3.35% | 11 |
|
|
2017
Q3 | $5.69M | Buy |
50,286
+1,025
| +2% | +$116K | 3.41% | 12 |
|
|
2017
Q2 | $5.32M | Buy |
+49,261
| New | +$5.32M | 3.58% | 11 |
|