GPS Wealth Strategies Group’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 | $192K | Buy |
1,383
+11
| +0.8% | +$1.53K | 0.02% | 333 |
|
2025
Q1 | $161K | Buy |
1,372
+466
| +51% | +$54.7K | 0.02% | 345 |
|
2024
Q4 | $115K | Buy |
906
+1
| +0.1% | +$127 | 0.01% | 401 |
|
2024
Q3 | $106K | Sell |
905
-54
| -6% | -$6.34K | 0.01% | 420 |
|
2024
Q2 | $106K | Buy |
959
+68
| +8% | +$7.5K | 0.02% | 384 |
|
2024
Q1 | $102K | Buy |
891
+527
| +145% | +$60.2K | 0.02% | 373 |
|
2023
Q4 | $38K | Buy |
364
+60
| +20% | +$6.27K | 0.01% | 549 |
|
2023
Q3 | $27.8K | Hold |
304
| – | – | 0.01% | 623 |
|
2023
Q2 | $29.4K | Buy |
304
+87
| +40% | +$8.41K | 0.01% | 614 |
|
2023
Q1 | $19.8K | Buy |
+217
| New | +$19.8K | ﹤0.01% | 687 |
|
2022
Q4 | – | Sell |
-222
| Closed | -$17K | – | 616 |
|
2022
Q3 | $17K | Sell |
222
-227
| -51% | -$17.4K | ﹤0.01% | 652 |
|
2022
Q2 | $36K | Hold |
449
| – | – | 0.01% | 507 |
|
2022
Q1 | $45K | Hold |
449
| – | – | 0.01% | 438 |
|
2021
Q4 | $52K | Hold |
449
| – | – | 0.01% | 389 |
|
2021
Q3 | $50K | Buy |
449
+15
| +3% | +$1.67K | 0.01% | 384 |
|
2021
Q2 | $49K | Buy |
434
+54
| +14% | +$6.1K | 0.01% | 406 |
|
2021
Q1 | $38K | Buy |
+380
| New | +$38K | 0.01% | 429 |
|