HB Wealth Management’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 | $1.14M | Buy |
8,254
+437
| +6% | +$60.6K | 0.01% | 486 |
|
|
2025
Q1 | $918K | Buy |
7,817
+1,968
| +34% | +$231K | 0.01% | 556 |
|
|
2024
Q4 | $741K | Buy |
5,849
+77
| +1% | +$9.76K | 0.01% | 487 |
|
|
2024
Q3 | $677K | Hold |
5,772
| – | – | 0.01% | 481 |
|
|
2024
Q2 | $637K | Buy |
5,772
+50
| +0.9% | +$5.52K | 0.01% | 466 |
|
|
2024
Q1 | $653K | Buy |
5,722
+3,388
| +145% | +$387K | 0.01% | 428 |
|
|
2023
Q4 | $244K | Buy |
2,334
+19
| +0.8% | +$1.99K | ﹤0.01% | 680 |
|
|
2023
Q3 | $211K | Buy |
2,315
+2
| +0.1% | +$183 | ﹤0.01% | 693 |
|
|
2023
Q2 | $224K | Sell |
2,313
-300
| -11% | -$29K | ﹤0.01% | 638 |
|
|
2023
Q1 | $238K | Buy |
+2,613
| New | +$238K | ﹤0.01% | 616 |
|
|
2022
Q4 | – | Sell |
-2,573
| Closed | -$202K | – | 694 |
|
|
2022
Q3 | $202K | Sell |
2,573
-367
| -12% | -$28.8K | ﹤0.01% | 548 |
|
|
2022
Q2 | $233K | Hold |
2,940
| – | – | ﹤0.01% | 505 |
|
|
2022
Q1 | $295K | Sell |
2,940
-1,116
| -28% | -$112K | 0.01% | 459 |
|
|
2021
Q4 | $467K | Buy |
+4,056
| New | +$467K | 0.01% | 320 |
|