GWSA
Global Wealth Strategies & Associates’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 | $825K | Sell |
5,952
-142
| -2% | -$19.7K | 0.24% | 26 |
|
|
2025
Q1 | $716K | Sell |
6,094
-183
| -3% | -$21.5K | 0.22% | 26 |
|
|
2024
Q4 | $796K | Sell |
6,277
-21
| -0.3% | -$2.66K | 0.25% | 26 |
|
|
2024
Q3 | $739K | Hold |
6,298
| – | – | 0.24% | 24 |
|
|
2024
Q2 | $695K | Sell |
6,298
-75
| -1% | -$8.28K | 0.25% | 22 |
|
|
2024
Q1 | $727K | Sell |
6,373
-198
| -3% | -$22.6K | 0.27% | 24 |
|
|
2023
Q4 | $686K | Sell |
6,571
-100
| -1% | -$10.4K | 0.29% | 21 |
|
|
2023
Q3 | $609K | Sell |
6,671
-145
| -2% | -$13.2K | 0.28% | 29 |
|
|
2023
Q2 | $659K | Sell |
6,816
-119
| -2% | -$11.5K | 0.31% | 27 |
|
|
2023
Q1 | $631K | Sell |
6,935
-1,055
| -13% | -$96.1K | 0.33% | 26 |
|
|
2022
Q4 | $668K | Buy |
+7,990
| New | +$668K | 0.39% | 29 |
|