Investmark Advisory 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
Q3 | $758K | Sell |
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|
2025
Q2 | $749K | Sell |
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|
2025
Q1 | $684K | Buy |
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|
2024
Q4 | $727K | Buy |
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|
2024
Q3 | $661K | Buy |
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|
2024
Q2 | $592K | Buy |
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|
2024
Q1 | $595K | Buy |
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|
2023
Q4 | $538K | Buy |
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|
2023
Q3 | $455K | Hold |
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|
2023
Q2 | $481K | Buy |
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|
2023
Q1 | $369K | Sell |
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|
2022
Q4 | $722K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $239K | Buy |
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|
2021
Q4 | $212K | Buy |
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