J.W. Coons Advisors’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 | $321K | Buy |
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|
2025
Q1 | $272K | Hold |
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|
2024
Q4 | $294K | Buy |
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|
2024
Q3 | $272K | Buy |
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|
2024
Q2 | $255K | Hold |
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|
2024
Q1 | $264K | Buy |
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|
2023
Q4 | $242K | Buy |
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|
2023
Q3 | $211K | Hold |
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|
2023
Q2 | $223K | Buy |
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|
2023
Q1 | $210K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $231K | Hold |
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|
2021
Q4 | $265K | Buy |
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|
2021
Q3 | $258K | Buy |
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|
2021
Q2 | $261K | Hold |
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|
2021
Q1 | $235K | Hold |
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|
2020
Q4 | $236K | Buy |
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