Grimes & Company’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 | $414K | Buy |
2,987
+3
| +0.1% | +$416 | 0.01% | 294 |
|
|
2025
Q1 | $351K | Buy |
2,984
+2
| +0.1% | +$235 | 0.01% | 274 |
|
|
2024
Q4 | $378K | Buy |
2,982
+3
| +0.1% | +$380 | 0.01% | 285 |
|
|
2024
Q3 | $349K | Sell |
2,979
-40
| -1% | -$4.69K | 0.01% | 270 |
|
|
2024
Q2 | $333K | Buy |
3,019
+3
| +0.1% | +$331 | 0.01% | 262 |
|
|
2024
Q1 | $344K | Sell |
3,016
-170
| -5% | -$19.4K | 0.01% | 257 |
|
|
2023
Q4 | $333K | Buy |
3,186
+216
| +7% | +$22.6K | 0.01% | 255 |
|
|
2023
Q3 | $271K | Sell |
2,970
-48
| -2% | -$4.39K | 0.01% | 249 |
|
|
2023
Q2 | $292K | Buy |
3,018
+59
| +2% | +$5.7K | 0.01% | 246 |
|
|
2023
Q1 | $269K | Buy |
+2,959
| New | +$269K | 0.01% | 248 |
|