JFS Wealth 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
Q3 | $60.1K | Buy |
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|
2025
Q2 | $51.3K | Buy |
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|
2025
Q1 | $21.6K | Hold |
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|
2024
Q4 | $23.3K | Hold |
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|
2024
Q3 | $21.6K | Hold |
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|
2024
Q2 | $20.3K | Sell |
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|
2024
Q1 | $256K | Buy |
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|
2023
Q4 | $19.2K | Hold |
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|
2023
Q3 | $16.8K | Hold |
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|
2023
Q2 | $17.8K | Hold |
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|
2023
Q1 | $16.8K | Hold |
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|
2022
Q4 | $15.4K | Hold |
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|
2022
Q3 | $14K | Hold |
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|
2022
Q2 | $15K | Hold |
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|
2022
Q1 | $18K | Hold |
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|
2021
Q4 | $21K | Hold |
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|
2021
Q3 | $21K | Buy |
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