LifePlan Investment 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 | $377K | Buy |
2,721
+3
| +0.1% | +$416 | 0.19% | 80 |
|
|
2025
Q1 | $319K | Hold |
2,718
| – | – | 0.18% | 80 |
|
|
2024
Q4 | $345K | Hold |
2,718
| – | – | 0.21% | 77 |
|
|
2024
Q3 | $319K | Hold |
2,718
| – | – | 0.2% | 73 |
|
|
2024
Q2 | $300K | Hold |
2,718
| – | – | 0.22% | 72 |
|
|
2024
Q1 | $310K | Hold |
2,718
| – | – | 0.25% | 67 |
|
|
2023
Q4 | $284K | Hold |
2,718
| – | – | 0.26% | 54 |
|
|
2023
Q3 | $248K | Hold |
2,718
| – | – | 0.26% | 55 |
|
|
2023
Q2 | $263K | Buy |
+2,718
| New | +$263K | 0.29% | 49 |
|