Icon Wealth Advisors’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 | $582K | Buy |
4,194
+1
| +0% | +$139 | 0.04% | 236 |
|
|
2025
Q1 | $493K | Hold |
4,193
| – | – | 0.04% | 219 |
|
|
2024
Q4 | $531K | Sell |
4,193
-17
| -0.4% | -$2.16K | 0.04% | 209 |
|
|
2024
Q3 | $494K | Buy |
4,210
+1
| +0% | +$117 | 0.04% | 209 |
|
|
2024
Q2 | $467K | Hold |
4,209
| – | – | 0.04% | 217 |
|
|
2024
Q1 | $480K | Buy |
4,209
+1
| +0% | +$114 | 0.04% | 217 |
|
|
2023
Q4 | $440K | Buy |
+4,208
| New | +$440K | 0.05% | 208 |
|
|
2022
Q4 | $354K | Hold |
4,234
| – | – | 0.04% | 227 |
|
|
2022
Q3 | $332K | Buy |
+4,234
| New | +$332K | 0.04% | 228 |
|