KKM Financial’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 | $555K | Sell |
3,909
-89
| -2% | -$12.6K | 0.19% | 93 |
|
2025
Q1 | $507K | Sell |
3,998
-13
| -0.3% | -$1.65K | 0.21% | 94 |
|
2024
Q4 | $546K | Buy |
+4,011
| New | +$546K | 0.23% | 90 |
|
2024
Q3 | – | Sell |
-3,481
| Closed | -$364K | – | 147 |
|
2024
Q2 | $364K | Hold |
3,481
| – | – | 0.17% | 113 |
|
2024
Q1 | $397K | Buy |
+3,481
| New | +$397K | 0.19% | 107 |
|