IFPG
Intrepid Financial Planning Group’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 | $3.25M | Sell |
23,410
-120
| -0.5% | -$16.6K | 1.36% | 19 |
|
|
2025
Q1 | $2.76M | Sell |
23,530
-474
| -2% | -$55.7K | 1.28% | 19 |
|
|
2024
Q4 | $3.04M | Sell |
24,004
-1,638
| -6% | -$208K | 1.29% | 20 |
|
|
2024
Q3 | $3.01M | Sell |
25,642
-75
| -0.3% | -$8.8K | 1.29% | 18 |
|
|
2024
Q2 | $2.84M | Hold |
25,717
| – | – | 1.22% | 21 |
|
|
2024
Q1 | $2.94M | Buy |
25,717
+134
| +0.5% | +$15.3K | 1.27% | 20 |
|
|
2023
Q4 | $2.67M | Sell |
25,583
-331
| -1% | -$34.6K | 1.28% | 20 |
|
|
2023
Q3 | $2.37M | Sell |
25,914
-1,388
| -5% | -$127K | 1.23% | 21 |
|
|
2023
Q2 | $2.64M | Sell |
27,302
-42
| -0.2% | -$4.06K | 1.27% | 20 |
|
|
2023
Q1 | $2.49M | Sell |
27,344
-855
| -3% | -$77.8K | 1.26% | 21 |
|
|
2022
Q4 | $2.36M | Sell |
28,199
-1,109
| -4% | -$92.7K | 1.28% | 21 |
|
|
2022
Q3 | $2.3M | Sell |
29,308
-370
| -1% | -$29K | 1.31% | 23 |
|
|
2022
Q2 | $2.35M | Buy |
+29,678
| New | +$2.35M | 1.29% | 23 |
|