HB Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.31M | Buy |
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|
2025
Q2 | $1.14M | Buy |
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|
2025
Q1 | $918K | Buy |
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|
2024
Q4 | $741K | Buy |
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|
2024
Q3 | $677K | Hold |
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|
2024
Q2 | $637K | Buy |
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|
2024
Q1 | $653K | Buy |
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|
2023
Q4 | $244K | Buy |
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|
2023
Q3 | $211K | Buy |
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|
2023
Q2 | $224K | Sell |
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|
2023
Q1 | $238K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $202K | Sell |
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|
2022
Q2 | $233K | Hold |
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|
2022
Q1 | $295K | Sell |
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|
2021
Q4 | $467K | Buy |
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