Global Wealth Management Investment Advisory’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $314K | Sell |
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|
2025
Q2 | $533K | Sell |
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|
2025
Q1 | $521K | Sell |
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|
2024
Q4 | $619K | Sell |
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|
2024
Q3 | $689K | Sell |
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|
2024
Q2 | $749K | Buy |
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|
2024
Q1 | $729K | Sell |
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|
2023
Q4 | $725K | Buy |
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|
2023
Q3 | $359K | Sell |
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|
2023
Q2 | $567K | Sell |
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|
2023
Q1 | $644K | Sell |
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|
2022
Q4 | $657K | Sell |
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|
2022
Q3 | $712K | Buy |
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|
2022
Q2 | $513K | Sell |
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|
2022
Q1 | $997K | Sell |
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|
2021
Q4 | $1.55M | Sell |
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|
2021
Q3 | $1.67M | Sell |
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|
2021
Q2 | $2.2M | Sell |
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|
2021
Q1 | $2M | Sell |
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|
2020
Q4 | $2.03M | Sell |
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|
2020
Q3 | $1.83M | Sell |
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|
2020
Q2 | $2M | Sell |
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|
2020
Q1 | $1.62M | Sell |
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|
2019
Q4 | $2.08M | Sell |
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|
2019
Q3 | $1.98M | Sell |
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|
2019
Q2 | $2.37M | Buy |
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|
2019
Q1 | $2.13M | Buy |
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|
2018
Q4 | $1.75M | Buy |
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