Keystone 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
Q2 | – | Sell |
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|
2025
Q1 | $227K | Sell |
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|
2024
Q4 | $249K | Buy |
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|
2024
Q3 | $228K | Sell |
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|
2024
Q2 | $217K | Sell |
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|
2024
Q1 | $229K | Sell |
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|
2023
Q4 | $211K | Sell |
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|
2023
Q3 | $303K | Buy |
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|
2023
Q2 | $203K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $241K | Sell |
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|
2021
Q4 | $483K | Buy |
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