Intrepid Financial Planning 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.25M | Sell |
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2025
Q1 | $2.76M | Sell |
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2024
Q4 | $3.04M | Sell |
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2024
Q3 | $3.01M | Sell |
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2024
Q2 | $2.84M | Hold |
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2024
Q1 | $2.94M | Buy |
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2023
Q4 | $2.67M | Sell |
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2023
Q3 | $2.37M | Sell |
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2023
Q2 | $2.64M | Sell |
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2023
Q1 | $2.49M | Sell |
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2022
Q4 | $2.36M | Sell |
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2022
Q3 | $2.3M | Sell |
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2022
Q2 | $2.35M | Buy |
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