Investmark Advisory Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $749K | Sell |
5,401
-420
| -7% | -$58.3K | 0.35% | 59 |
|
|
2025
Q1 | $684K | Buy |
5,821
+85
| +1% | +$9.99K | 0.34% | 54 |
|
|
2024
Q4 | $727K | Buy |
5,736
+99
| +2% | +$12.6K | 0.36% | 53 |
|
|
2024
Q3 | $661K | Buy |
5,637
+276
| +5% | +$32.4K | 0.32% | 58 |
|
|
2024
Q2 | $592K | Buy |
5,361
+150
| +3% | +$16.6K | 0.32% | 60 |
|
|
2024
Q1 | $595K | Buy |
5,211
+63
| +1% | +$7.19K | 0.33% | 64 |
|
|
2023
Q4 | $538K | Buy |
5,148
+168
| +3% | +$17.6K | 0.32% | 63 |
|
|
2023
Q3 | $455K | Hold |
4,980
| – | – | 0.31% | 62 |
|
|
2023
Q2 | $481K | Buy |
4,980
+924
| +23% | +$89.3K | 0.32% | 59 |
|
|
2023
Q1 | $369K | Sell |
4,056
-4,579
| -53% | -$417K | 0.27% | 65 |
|
|
2022
Q4 | $722K | Buy |
+8,635
| New | +$722K | 0.54% | 45 |
|
|
2022
Q2 | – | Sell |
-2,385
| Closed | -$239K | – | 94 |
|
|
2022
Q1 | $239K | Buy |
2,385
+541
| +29% | +$54.2K | 0.25% | 77 |
|
|
2021
Q4 | $212K | Buy |
+1,844
| New | +$212K | 0.2% | 89 |
|