LGT Financial 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
Q3 | $65.2K | Hold |
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|
2025
Q2 | $63.5K | Hold |
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|
2025
Q1 | $53.8K | Sell |
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|
2024
Q4 | $93.1K | Sell |
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|
2024
Q3 | $94.4K | Sell |
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|
2024
Q2 | $187K | Hold |
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|
2024
Q1 | $194K | Sell |
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|
2023
Q4 | $179K | Sell |
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|
2023
Q3 | $164K | Sell |
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|
2023
Q2 | $196K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $314K | Buy |
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