Legacy Advisors’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 | $506K | Hold |
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|
2024
Q4 | $546K | Buy |
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|
2024
Q3 | $470K | Hold |
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|
2024
Q2 | $442K | Buy |
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|
2024
Q1 | $309K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $321K | Hold |
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|
2023
Q2 | $339K | Buy |
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|
2023
Q1 | $210K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $232K | Hold |
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|
2021
Q4 | $266K | Hold |
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|
2021
Q3 | $259K | Hold |
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|
2021
Q2 | $261K | Hold |
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|
2021
Q1 | $236K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $50K | Sell |
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|
2019
Q1 | $49K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $48K | Hold |
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|
2018
Q2 | $45K | Hold |
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|
2018
Q1 | $43K | Hold |
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|
2017
Q4 | $42K | Hold |
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|
2017
Q3 | $40K | Buy |
|