Leavell Investment Management’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 | $811K | Hold |
5,850
| – | – | 0.04% | 326 |
|
|
2025
Q1 | $687K | Hold |
5,850
| – | – | 0.03% | 332 |
|
|
2024
Q4 | $741K | Sell |
5,850
-95
| -2% | -$12K | 0.04% | 319 |
|
|
2024
Q3 | $697K | Buy |
5,945
+146
| +3% | +$17.1K | 0.03% | 336 |
|
|
2024
Q2 | $640K | Buy |
5,799
+22
| +0.4% | +$2.43K | 0.04% | 324 |
|
|
2024
Q1 | $659K | Sell |
5,777
-850
| -13% | -$97K | 0.04% | 314 |
|
|
2023
Q4 | $692K | Buy |
6,627
+381
| +6% | +$39.8K | 0.04% | 296 |
|
|
2023
Q3 | $572K | Buy |
6,246
+1,019
| +19% | +$93.3K | 0.04% | 317 |
|
|
2023
Q2 | $505K | Buy |
5,227
+1,529
| +41% | +$148K | 0.03% | 329 |
|
|
2023
Q1 | $337K | Buy |
3,698
+350
| +10% | +$31.9K | 0.02% | 370 |
|
|
2022
Q4 | $280K | Buy |
+3,348
| New | +$280K | 0.02% | 382 |
|