LGT Financial Advisors’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 | $63.5K | Hold |
458
| – | – | 0.16% | 92 |
|
|
2025
Q1 | $53.8K | Sell |
458
-276
| -38% | -$32.4K | 0.16% | 98 |
|
|
2024
Q4 | $93.1K | Sell |
734
-71
| -9% | -$9K | 0.21% | 100 |
|
|
2024
Q3 | $94.4K | Sell |
805
-892
| -53% | -$105K | 0.23% | 77 |
|
|
2024
Q2 | $187K | Hold |
1,697
| – | – | 0.4% | 50 |
|
|
2024
Q1 | $194K | Sell |
1,697
-19
| -1% | -$2.17K | 0.23% | 102 |
|
|
2023
Q4 | $179K | Sell |
1,716
-84
| -5% | -$8.78K | 0.22% | 107 |
|
|
2023
Q3 | $164K | Sell |
1,800
-231
| -11% | -$21.1K | 0.21% | 106 |
|
|
2023
Q2 | $196K | Buy |
+2,031
| New | +$196K | 0.21% | 120 |
|
|
2023
Q1 | – | Sell |
-3,755
| Closed | -$314K | – | 147 |
|
|
2022
Q4 | $314K | Buy |
+3,755
| New | +$314K | 0.37% | 58 |
|