LJI Wealth Management’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 | $450K | Buy |
3,246
+1,055
| +48% | +$146K | 0.08% | 104 |
|
|
2025
Q1 | $257K | Buy |
2,191
+37
| +2% | +$4.35K | 0.05% | 149 |
|
|
2024
Q4 | $273K | Sell |
2,154
-1,447
| -40% | -$183K | 0.05% | 139 |
|
|
2024
Q3 | $422K | Sell |
3,601
-85
| -2% | -$9.97K | 0.09% | 122 |
|
|
2024
Q2 | $407K | Hold |
3,686
| – | – | 0.09% | 116 |
|
|
2024
Q1 | $421K | Buy |
3,686
+338
| +10% | +$38.6K | 0.11% | 90 |
|
|
2023
Q4 | $350K | Sell |
3,348
-98
| -3% | -$10.2K | 0.09% | 121 |
|
|
2023
Q3 | $315K | Sell |
3,446
-1
| -0% | -$91 | 0.09% | 120 |
|
|
2023
Q2 | $333K | Buy |
3,447
+516
| +18% | +$49.9K | 0.1% | 106 |
|
|
2023
Q1 | $267K | Sell |
2,931
-106
| -3% | -$9.65K | 0.08% | 123 |
|
|
2022
Q4 | $254K | Buy |
+3,037
| New | +$254K | 0.09% | 116 |
|