JWM
JPL Wealth Management’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 | $3.87M | Buy |
27,900
+671
| +2% | +$93.1K | 1.04% | 43 |
|
|
2025
Q1 | $3.2M | Buy |
27,229
+1,072
| +4% | +$126K | 0.91% | 51 |
|
|
2024
Q4 | $3.32M | Buy |
+26,157
| New | +$3.32M | 0.95% | 46 |
|
|
2024
Q2 | $624K | Buy |
5,658
+1,527
| +37% | +$169K | 0.31% | 74 |
|
|
2024
Q1 | $472K | Buy |
4,131
+1,424
| +53% | +$163K | 0.26% | 79 |
|
|
2023
Q4 | $283K | Buy |
+2,707
| New | +$283K | 0.2% | 89 |
|