JPLA
Joseph P. Lucia & Associates’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $563K | Buy |
4,060
+510
| +14% | +$70.7K | 0.23% | 86 |
|
|
2025
Q1 | $417K | Buy |
3,550
+36
| +1% | +$4.23K | 0.19% | 94 |
|
|
2024
Q4 | $445K | Buy |
3,514
+85
| +2% | +$10.8K | 0.2% | 91 |
|
|
2024
Q3 | $402K | Buy |
3,429
+323
| +10% | +$37.9K | 0.19% | 91 |
|
|
2024
Q2 | $343K | Buy |
+3,106
| New | +$343K | 0.18% | 91 |
|
|
2022
Q3 | – | Sell |
-100
| Closed | -$8K | – | 272 |
|
|
2022
Q2 | $8K | Hold |
100
| – | – | 0.01% | 320 |
|
|
2022
Q1 | $10K | Buy |
+100
| New | +$10K | 0.01% | 320 |
|
|
2021
Q4 | – | Sell |
-100
| Closed | -$11K | – | 340 |
|
|
2021
Q3 | $11K | Hold |
100
| – | – | 0.01% | 368 |
|
|
2021
Q2 | $11K | Hold |
100
| – | – | 0.01% | 378 |
|
|
2021
Q1 | $10K | Hold |
100
| – | – | ﹤0.01% | 358 |
|
|
2020
Q4 | $10K | Buy |
+100
| New | +$10K | 0.01% | 339 |
|
|
2020
Q3 | – | Sell |
-50
| Closed | -$8K | – | 271 |
|
|
2020
Q2 | $8K | Hold |
50
| – | – | 0.01% | 337 |
|
|
2020
Q1 | $6K | Hold |
50
| – | – | 0.01% | 329 |
|
|
2019
Q4 | $8K | Sell |
50
-44
| -47% | -$7.04K | 0.01% | 327 |
|
|
2019
Q3 | $13K | Hold |
94
| – | – | 0.01% | 285 |
|
|
2019
Q2 | $13K | Sell |
94
-13,013
| -99% | -$1.8M | 0.01% | 276 |
|
|
2019
Q1 | $94 | Buy |
+13,107
| New | +$94 | 0.01% | 272 |
|