Kingswood Wealth Advisors’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 | $3.12M | Buy |
22,500
+3,856
| +21% | +$535K | 0.25% | 93 |
|
|
2025
Q1 | $2.19M | Buy |
18,644
+3,479
| +23% | +$409K | 0.2% | 118 |
|
|
2024
Q4 | $1.92M | Sell |
15,165
-1,670
| -10% | -$212K | 0.14% | 157 |
|
|
2024
Q3 | $1.97M | Buy |
+16,835
| New | +$1.97M | 0.14% | 170 |
|
|
2024
Q1 | – | Sell |
-2,569
| Closed | -$268K | – | 658 |
|
|
2023
Q4 | $268K | Buy |
+2,569
| New | +$268K | 0.03% | 509 |
|