Iams 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
Q1 | – | Sell |
-5,522
| Closed | -$700K | – | 166 |
|
|
2024
Q4 | $700K | Sell |
5,522
-891
| -14% | -$113K | 0.32% | 86 |
|
|
2024
Q3 | $752K | Buy |
6,413
+69
| +1% | +$8.09K | 0.37% | 80 |
|
|
2024
Q2 | $700K | Sell |
6,344
-1,850
| -23% | -$204K | 0.38% | 73 |
|
|
2024
Q1 | $909K | Buy |
+8,194
| New | +$909K | 0.56% | 60 |
|
|
2023
Q4 | – | Sell |
-11,224
| Closed | -$1.03M | – | 119 |
|
|
2023
Q3 | $1.03M | Buy |
+11,224
| New | +$1.03M | 0.71% | 48 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 84 |
|