GeoWealth 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 | $313K | Sell |
2,258
-120
| -5% | -$16.6K | 0.01% | 534 |
|
|
2025
Q1 | $279K | Buy |
2,378
+22
| +0.9% | +$2.59K | 0.01% | 572 |
|
|
2024
Q4 | $299K | Buy |
2,356
+2,338
| +12,989% | +$296K | 0.01% | 626 |
|
|
2024
Q3 | $2.11K | Buy |
+18
| New | +$2.11K | ﹤0.01% | 1554 |
|
|
2023
Q4 | – | Sell |
-190
| Closed | -$17K | – | 704 |
|
|
2023
Q3 | $17K | Sell |
190
-834
| -81% | -$74.6K | ﹤0.01% | 439 |
|
|
2023
Q2 | $99K | Buy |
+1,024
| New | +$99K | 0.01% | 290 |
|
|
2019
Q4 | – | Sell |
-2,936
| Closed | -$208K | – | 147 |
|
|
2019
Q3 | $208K | Buy |
+2,936
| New | +$208K | 0.05% | 200 |
|