Independent Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.74M | Buy |
|
|||||
|
2025
Q4 | $1.86M | Sell |
|
|||||
|
2025
Q3 | $2.05M | Sell |
|
|||||
|
2025
Q2 | $2.04M | Buy |
|
|||||
|
2025
Q1 | $1.63M | Buy |
|
|||||
|
2024
Q4 | $1.72M | Buy |
|
|||||
|
2024
Q3 | $1.28M | Buy |
|
|||||
|
2024
Q2 | $1.14M | Buy |
|
|||||
|
2024
Q1 | $880K | Sell |
|
|||||
|
2023
Q4 | $814K | Sell |
|
|||||
|
2023
Q3 | $735K | Sell |
|
|||||
|
2023
Q2 | $799K | Sell |
|
|||||
|
2023
Q1 | $860K | Buy |
|
|||||
|
2022
Q4 | $775K | Sell |
|
|||||
|
2022
Q3 | $731K | Sell |
|
|||||
|
2022
Q2 | $755K | Sell |
|
|||||
|
2022
Q1 | $977K | Buy |
|
|||||
|
2021
Q4 | $1.06M | Buy |
|
|||||
|
2021
Q3 | $992K | Buy |
|
|||||
|
2021
Q2 | $852K | Buy |
|
|||||
|
2021
Q1 | $634K | Buy |
|
|||||
|
2020
Q4 | $574K | Buy |
|
|||||
|
2020
Q3 | $353K | Buy |
|
|||||
|
2020
Q2 | $319K | Buy |
|
|||||
|
2020
Q1 | $226K | Buy |
|