Keystone Wealth Services’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 | – | Sell |
-1,929
| Closed | -$227K | – | 288 |
|
|
2025
Q1 | $227K | Sell |
1,929
-33
| -2% | -$3.88K | 0.06% | 242 |
|
|
2024
Q4 | $249K | Buy |
1,962
+21
| +1% | +$2.66K | 0.07% | 223 |
|
|
2024
Q3 | $228K | Sell |
1,941
-22
| -1% | -$2.58K | 0.06% | 231 |
|
|
2024
Q2 | $217K | Sell |
1,963
-43
| -2% | -$4.75K | 0.07% | 218 |
|
|
2024
Q1 | $229K | Sell |
2,006
-17
| -0.8% | -$1.94K | 0.07% | 198 |
|
|
2023
Q4 | $211K | Sell |
2,023
-1,293
| -39% | -$135K | 0.07% | 205 |
|
|
2023
Q3 | $303K | Buy |
3,316
+1,220
| +58% | +$111K | 0.12% | 160 |
|
|
2023
Q2 | $203K | Buy |
+2,096
| New | +$203K | 0.08% | 194 |
|
|
2022
Q2 | – | Sell |
-2,394
| Closed | -$241K | – | 178 |
|
|
2022
Q1 | $241K | Sell |
2,394
-1,800
| -43% | -$181K | 0.1% | 156 |
|
|
2021
Q4 | $483K | Buy |
+4,194
| New | +$483K | 0.2% | 95 |
|