Holistic Planning’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 | $398K | Sell |
2,872
-54
| -2% | -$7.49K | 0.11% | 144 |
|
|
2025
Q1 | $344K | Sell |
2,926
-36
| -1% | -$4.23K | 0.12% | 128 |
|
|
2024
Q4 | $375K | Sell |
2,962
-15
| -0.5% | -$1.9K | 0.14% | 111 |
|
|
2024
Q3 | $349K | Buy |
2,977
+489
| +20% | +$57.4K | 0.15% | 101 |
|
|
2024
Q2 | $284K | Hold |
2,488
| – | – | 0.22% | 89 |
|
|
2024
Q1 | $284K | Sell |
2,488
-226
| -8% | -$25.8K | 0.22% | 89 |
|
|
2023
Q4 | $284K | Buy |
+2,714
| New | +$284K | 0.24% | 88 |
|