JFS Wealth 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 | $51.3K | Buy |
370
+186
| +101% | +$25.8K | ﹤0.01% | 461 |
|
|
2025
Q1 | $21.6K | Hold |
184
| – | – | ﹤0.01% | 642 |
|
|
2024
Q4 | $23.3K | Hold |
184
| – | – | ﹤0.01% | 605 |
|
|
2024
Q3 | $21.6K | Hold |
184
| – | – | ﹤0.01% | 623 |
|
|
2024
Q2 | $20.3K | Sell |
184
-2,055
| -92% | -$227K | ﹤0.01% | 599 |
|
|
2024
Q1 | $256K | Buy |
2,239
+2,055
| +1,117% | +$235K | 0.02% | 219 |
|
|
2023
Q4 | $19.2K | Hold |
184
| – | – | ﹤0.01% | 593 |
|
|
2023
Q3 | $16.8K | Hold |
184
| – | – | ﹤0.01% | 585 |
|
|
2023
Q2 | $17.8K | Hold |
184
| – | – | ﹤0.01% | 573 |
|
|
2023
Q1 | $16.8K | Hold |
184
| – | – | ﹤0.01% | 573 |
|
|
2022
Q4 | $15.4K | Hold |
184
| – | – | ﹤0.01% | 586 |
|
|
2022
Q3 | $14K | Hold |
184
| – | – | ﹤0.01% | 643 |
|
|
2022
Q2 | $15K | Hold |
184
| – | – | ﹤0.01% | 651 |
|
|
2022
Q1 | $18K | Hold |
184
| – | – | ﹤0.01% | 632 |
|
|
2021
Q4 | $21K | Hold |
184
| – | – | ﹤0.01% | 557 |
|
|
2021
Q3 | $21K | Buy |
+184
| New | +$21K | ﹤0.01% | 536 |
|