Householder Group Estate & Retirement Specialist’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
2024
Q4
$361K Sell
2024
Q3
$470K Sell
2024
Q2
$490K Buy
2024
Q1
$499K Buy
2023
Q4
$426K Buy
2023
Q3
$112K Buy
2023
Q1
$125K Buy
2022
Q4
Sell
2022
Q3
$106K Buy