HighMark 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 | $19.5K | Sell |
141
-341
| -71% | -$47.1K | 0.01% | 227 |
|
|
2025
Q1 | $56.6K | Buy |
482
+13
| +3% | +$1.53K | 0.03% | 121 |
|
|
2024
Q4 | $59.5K | Buy |
469
+70
| +18% | +$8.88K | 0.03% | 112 |
|
|
2024
Q3 | $46.8K | Buy |
399
+371
| +1,325% | +$43.5K | 0.03% | 145 |
|
|
2024
Q2 | $3.11K | Hold |
28
| – | – | ﹤0.01% | 434 |
|
|
2024
Q1 | $3.21K | Buy |
28
+3
| +12% | +$344 | ﹤0.01% | 416 |
|
|
2023
Q4 | $2.62K | Hold |
25
| – | – | ﹤0.01% | 442 |
|
|
2023
Q3 | $2.28K | Buy |
+25
| New | +$2.28K | ﹤0.01% | 442 |
|