IPW
Intergy Private Wealth’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.27M | Buy |
23,606
+192
| +0.8% | +$26.6K | 1.12% | 20 |
|
|
2025
Q1 | $2.75M | Sell |
23,414
-254
| -1% | -$29.8K | 1.05% | 22 |
|
|
2024
Q4 | $3M | Buy |
23,668
+1,387
| +6% | +$176K | 1.12% | 22 |
|
|
2024
Q3 | $2.61M | Buy |
22,281
+1,039
| +5% | +$122K | 1% | 22 |
|
|
2024
Q2 | $2.34M | Buy |
21,242
+663
| +3% | +$73.2K | 0.97% | 22 |
|
|
2024
Q1 | $2.35M | Buy |
20,579
+28
| +0.1% | +$3.2K | 0.97% | 21 |
|
|
2023
Q4 | $2.15M | Buy |
20,551
+422
| +2% | +$44.1K | 0.93% | 25 |
|
|
2023
Q3 | $1.84M | Buy |
20,129
+1,223
| +6% | +$112K | 0.92% | 24 |
|
|
2023
Q2 | $1.83M | Buy |
18,906
+545
| +3% | +$52.7K | 0.89% | 28 |
|
|
2023
Q1 | $1.67M | Buy |
18,361
+1,028
| +6% | +$93.6K | 0.94% | 26 |
|
|
2022
Q4 | $1.45M | Buy |
17,333
+2,703
| +18% | +$226K | 0.91% | 24 |
|
|
2022
Q3 | $1.15M | Buy |
14,630
+2,017
| +16% | +$158K | 0.81% | 27 |
|
|
2022
Q2 | $999K | Buy |
12,613
+2,751
| +28% | +$218K | 0.79% | 22 |
|
|
2022
Q1 | $991K | Buy |
9,862
+3,885
| +65% | +$390K | 0.69% | 25 |
|
|
2021
Q4 | $689K | Buy |
+5,977
| New | +$689K | 0.54% | 32 |
|