Gries Financial’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 | $666K | Sell |
4,800
-100
| -2% | -$13.9K | 0.12% | 146 |
|
|
2025
Q1 | $576K | Hold |
4,900
| – | – | 0.11% | 152 |
|
|
2024
Q4 | $621K | Hold |
4,900
| – | – | 0.11% | 152 |
|
|
2024
Q3 | $575K | Buy |
+4,900
| New | +$575K | 0.11% | 157 |
|
|
2024
Q2 | – | Sell |
-4,900
| Closed | -$559K | – | 265 |
|
|
2024
Q1 | $559K | Buy |
+4,900
| New | +$559K | 0.09% | 162 |
|