IRON Financial’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 | $468K | Sell |
3,376
-133
| -4% | -$18.4K | 0.24% | 68 |
|
|
2025
Q1 | $412K | Sell |
3,509
-152
| -4% | -$17.9K | 0.23% | 64 |
|
|
2024
Q4 | $464K | Sell |
3,661
-96
| -3% | -$12.2K | 0.26% | 58 |
|
|
2024
Q3 | $441K | Sell |
3,757
-136
| -3% | -$16K | 0.24% | 64 |
|
|
2024
Q2 | $430K | Sell |
3,893
-303
| -7% | -$33.4K | 0.24% | 66 |
|
|
2024
Q1 | $479K | Sell |
4,196
-131
| -3% | -$15K | 0.27% | 61 |
|
|
2023
Q4 | $452K | Sell |
4,327
-131
| -3% | -$13.7K | 0.26% | 60 |
|
|
2023
Q3 | $407K | Hold |
4,458
| – | – | 0.24% | 63 |
|
|
2023
Q2 | $431K | Hold |
4,458
| – | – | 0.23% | 59 |
|
|
2023
Q1 | $406K | Hold |
4,458
| – | – | 0.22% | 61 |
|
|
2022
Q4 | $373K | Hold |
4,458
| – | – | 0.21% | 65 |
|
|
2022
Q3 | $350K | Sell |
4,458
-48
| -1% | -$3.77K | 0.19% | 69 |
|
|
2022
Q2 | $357K | Sell |
4,506
-133
| -3% | -$10.5K | 0.19% | 72 |
|
|
2022
Q1 | $466K | Hold |
4,639
| – | – | 0.21% | 63 |
|
|
2021
Q4 | $535K | Sell |
4,639
-3
| -0.1% | -$346 | 0.24% | 52 |
|
|
2021
Q3 | $520K | Hold |
4,642
| – | – | 0.25% | 48 |
|
|
2021
Q2 | $525K | Hold |
4,642
| – | – | 0.25% | 53 |
|
|
2021
Q1 | $474K | Sell |
4,642
-148
| -3% | -$15.1K | 0.25% | 41 |
|
|
2020
Q4 | $492K | Hold |
4,790
| – | – | 0.25% | 41 |
|
|
2020
Q3 | $414K | Hold |
4,790
| – | – | 0.23% | 47 |
|
|
2020
Q2 | $379K | Hold |
4,790
| – | – | 0.2% | 68 |
|
|
2020
Q1 | $291K | Sell |
4,790
-150
| -3% | -$9.11K | 0.18% | 74 |
|
|
2019
Q4 | $377K | Sell |
4,940
-266
| -5% | -$20.3K | 0.18% | 80 |
|
|
2019
Q3 | $368K | Hold |
5,206
| – | – | 0.27% | 70 |
|
|
2019
Q2 | $353K | Buy |
5,206
+1,756
| +51% | +$119K | 0.33% | 63 |
|
|
2019
Q1 | $234K | Buy |
+3,450
| New | +$234K | 0.15% | 84 |
|