Joel Isaacson & Co’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 | $382K | Buy |
2,755
+521
| +23% | +$72.2K | 0.02% | 293 |
|
|
2025
Q1 | $263K | Sell |
2,234
-155
| -6% | -$18.2K | 0.01% | 338 |
|
|
2024
Q4 | $303K | Buy |
2,389
+1
| +0% | +$127 | 0.01% | 299 |
|
|
2024
Q3 | $280K | Buy |
+2,388
| New | +$280K | 0.01% | 295 |
|
|
2017
Q1 | – | Sell |
-200
| Closed | -$10K | – | 349 |
|
|
2016
Q4 | $10K | Hold |
200
| – | – | ﹤0.01% | 501 |
|
|
2016
Q3 | $10K | Hold |
200
| – | – | ﹤0.01% | 541 |
|
|
2016
Q2 | $9K | Hold |
200
| – | – | ﹤0.01% | 552 |
|
|
2016
Q1 | $9K | Hold |
200
| – | – | ﹤0.01% | 590 |
|
|
2015
Q4 | $9K | Hold |
200
| – | – | ﹤0.01% | 566 |
|
|
2015
Q3 | $9K | Buy |
200
+66
| +49% | +$2.97K | ﹤0.01% | 581 |
|
|
2015
Q2 | $6K | Buy |
+134
| New | +$6K | ﹤0.01% | 644 |
|