J.W. Coons Advisors’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 | $321K | Buy |
2,318
+1
| +0% | +$139 | 0.07% | 197 |
|
|
2025
Q1 | $272K | Hold |
2,317
| – | – | 0.07% | 204 |
|
|
2024
Q4 | $294K | Buy |
2,317
+1
| +0% | +$127 | 0.08% | 198 |
|
|
2024
Q3 | $272K | Buy |
2,316
+1
| +0% | +$117 | 0.07% | 204 |
|
|
2024
Q2 | $255K | Hold |
2,315
| – | – | 0.06% | 207 |
|
|
2024
Q1 | $264K | Buy |
2,315
+1
| +0% | +$114 | 0.06% | 208 |
|
|
2023
Q4 | $242K | Buy |
2,314
+2
| +0.1% | +$209 | 0.07% | 215 |
|
|
2023
Q3 | $211K | Hold |
2,312
| – | – | 0.06% | 219 |
|
|
2023
Q2 | $223K | Buy |
2,312
+1
| +0% | +$97 | 0.06% | 227 |
|
|
2023
Q1 | $210K | Buy |
+2,311
| New | +$210K | 0.06% | 230 |
|
|
2022
Q2 | – | Sell |
-2,306
| Closed | -$231K | – | 255 |
|
|
2022
Q1 | $231K | Hold |
2,306
| – | – | 0.07% | 236 |
|
|
2021
Q4 | $265K | Buy |
2,306
+1
| +0% | +$115 | 0.08% | 207 |
|
|
2021
Q3 | $258K | Buy |
2,305
+1
| +0% | +$112 | 0.09% | 202 |
|
|
2021
Q2 | $261K | Hold |
2,304
| – | – | 0.09% | 188 |
|
|
2021
Q1 | $235K | Hold |
2,304
| – | – | 0.08% | 200 |
|
|
2020
Q4 | $236K | Buy |
+2,304
| New | +$236K | 0.09% | 186 |
|