LB
Legacy Bridge’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $875K | Sell |
6,309
-500
| -7% | -$69.3K | 0.42% | 79 |
|
|
2025
Q1 | $800K | Hold |
6,809
| – | – | 0.45% | 82 |
|
|
2024
Q4 | $863K | Hold |
6,809
| – | – | 0.45% | 79 |
|
|
2024
Q3 | $799K | Hold |
6,809
| – | – | 0.43% | 85 |
|
|
2024
Q2 | $751K | Hold |
6,809
| – | – | 0.44% | 81 |
|
|
2024
Q1 | $777K | Hold |
6,809
| – | – | 0.45% | 81 |
|
|
2023
Q4 | $711K | Sell |
6,809
-415
| -6% | -$43.4K | 0.46% | 84 |
|
|
2023
Q3 | $660K | Hold |
7,224
| – | – | 0.47% | 84 |
|
|
2023
Q2 | $698K | Buy |
7,224
+1,670
| +30% | +$161K | 0.47% | 83 |
|
|
2023
Q1 | $506K | Hold |
5,554
| – | – | 0.35% | 101 |
|
|
2022
Q4 | $464K | Hold |
5,554
| – | – | 0.33% | 105 |
|
|
2022
Q3 | $436K | Sell |
5,554
-200
| -3% | -$15.7K | 0.35% | 103 |
|
|
2022
Q2 | $456K | Sell |
5,754
-300
| -5% | -$23.8K | 0.34% | 107 |
|
|
2022
Q1 | $608K | Hold |
6,054
| – | – | 0.36% | 104 |
|
|
2021
Q4 | $698K | Buy |
6,054
+40
| +0.7% | +$4.61K | 0.36% | 104 |
|
|
2021
Q3 | $674K | Hold |
6,014
| – | – | 0.39% | 97 |
|
|
2021
Q2 | $681K | Hold |
6,014
| – | – | 0.39% | 99 |
|
|
2021
Q1 | $614K | Hold |
6,014
| – | – | 0.4% | 92 |
|
|
2020
Q4 | $617K | Buy |
6,014
+3,007
| +100% | +$309K | 0.45% | 86 |
|
|
2020
Q3 | $520K | Buy |
3,007
+157
| +6% | +$27.2K | 0.47% | 76 |
|
|
2020
Q2 | $451K | Hold |
2,850
| – | – | 0.5% | 76 |
|
|
2020
Q1 | $347K | Sell |
2,850
-4,360
| -60% | -$531K | 0.44% | 86 |
|
|
2019
Q4 | $1.1M | Hold |
7,210
| – | – | 0.91% | 22 |
|
|
2019
Q3 | $1.02M | Hold |
7,210
| – | – | 0.97% | 21 |
|
|
2019
Q2 | $1.03M | Hold |
7,210
| – | – | 0.99% | 17 |
|
|
2019
Q1 | $978K | Hold |
7,210
| – | – | 1.01% | 18 |
|
|
2018
Q4 | $820K | Buy |
+7,210
| New | +$820K | 1.01% | 19 |
|