Intergy Private Wealth’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
2025
Q3
$3.51M Buy
2025
Q2
$3.27M Buy
2025
Q1
$2.75M Sell
2024
Q4
$3M Buy
2024
Q3
$2.61M Buy
2024
Q2
$2.34M Buy
2024
Q1
$2.35M Buy
2023
Q4
$2.15M Buy
2023
Q3
$1.84M Buy
2023
Q2
$1.83M Buy
2023
Q1
$1.67M Buy
2022
Q4
$1.45M Buy
2022
Q3
$1.15M Buy
2022
Q2
$999K Buy
2022
Q1
$991K Buy
2021
Q4
$689K Buy