GeoWealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

GeoWealth Management’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$359K	Buy
2025 Q2	$313K	Sell
2025 Q1	$279K	Buy
2024 Q4	$299K	Buy
2024 Q3	$2.11K	Buy
2023 Q4	–	Sell
2023 Q3	$17K	Sell
2023 Q2	$99K	Buy
2019 Q4	–	Sell
2019 Q3	$208K	Buy