Hazlett, Burt & Watson’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 | $255K | Sell |
1,835
-160
| -8% | -$22.2K | 0.1% | 173 |
|
|
2025
Q1 | $234K | Sell |
1,995
-487
| -20% | -$57.1K | 0.11% | 173 |
|
|
2024
Q4 | $314K | Buy |
2,482
+3
| +0.1% | +$380 | 0.14% | 146 |
|
|
2024
Q3 | $292K | Buy |
2,479
+92
| +4% | +$10.8K | 0.13% | 160 |
|
|
2024
Q2 | $266K | Sell |
2,387
-54
| -2% | -$6.02K | 0.14% | 150 |
|
|
2024
Q1 | $279K | Hold |
2,441
| – | – | 0.17% | 133 |
|
|
2023
Q4 | $254K | Buy |
2,441
+1
| +0% | +$104 | 0.17% | 127 |
|
|
2023
Q3 | $223K | Buy |
2,440
+412
| +20% | +$37.7K | 0.17% | 133 |
|
|
2023
Q2 | $195K | Buy |
2,028
+498
| +33% | +$47.9K | 0.15% | 140 |
|
|
2023
Q1 | $139K | Hold |
1,530
| – | – | 0.11% | 162 |
|
|
2022
Q4 | $128K | Hold |
1,530
| – | – | 0.11% | 160 |
|
|
2022
Q3 | $120K | Hold |
1,530
| – | – | 0.12% | 166 |
|
|
2022
Q2 | $121K | Hold |
1,530
| – | – | 0.11% | 175 |
|
|
2022
Q1 | $154K | Buy |
+1,530
| New | +$154K | 0.12% | 165 |
|