Kestra Private Wealth Services’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 | $19.9M | Buy |
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|
2025
Q2 | $18.8M | Buy |
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|
2025
Q1 | $15.5M | Buy |
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|
2024
Q4 | $16.7M | Buy |
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|
2024
Q3 | $15.2M | Buy |
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|
2024
Q2 | $14.1M | Sell |
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|
2024
Q1 | $14.6M | Buy |
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|
2023
Q4 | $13.1M | Buy |
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|
2023
Q3 | $10.8M | Buy |
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|
2023
Q2 | $10.9M | Buy |
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|
2023
Q1 | $9.74M | Buy |
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|
2022
Q4 | $6.94M | Buy |
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|
2022
Q3 | $6.08M | Buy |
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|
2022
Q2 | $5.99M | Buy |
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|
2022
Q1 | $6.83M | Buy |
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|
2021
Q4 | $6.79M | Buy |
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|
2021
Q3 | $2.6M | Buy |
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|
2021
Q2 | $445K | Buy |
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|
2021
Q1 | $395K | Hold |
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|
2020
Q4 | $398K | Buy |
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|
2020
Q3 | $305K | Buy |
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