LMG Wealth Partners’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 | $13.6M | Sell |
98,403
-1,077
| -1% | -$149K | 2.8% | 6 |
|
|
2025
Q1 | $11.7M | Sell |
99,480
-1,752
| -2% | -$206K | 2.6% | 8 |
|
|
2024
Q4 | $12.8M | Sell |
101,232
-430
| -0.4% | -$54.5K | 2.8% | 7 |
|
|
2024
Q3 | $11.9M | Sell |
101,662
-201
| -0.2% | -$23.6K | 2.73% | 7 |
|
|
2024
Q2 | $11.2M | Sell |
101,863
-646
| -0.6% | -$71.3K | 2.8% | 7 |
|
|
2024
Q1 | $11.7M | Sell |
102,509
-2,926
| -3% | -$334K | 2.95% | 6 |
|
|
2023
Q4 | $11M | Sell |
105,435
-164
| -0.2% | -$17.1K | 3.06% | 7 |
|
|
2023
Q3 | $9.65M | Sell |
105,599
-838
| -0.8% | -$76.6K | 2.94% | 9 |
|
|
2023
Q2 | $10.3M | Sell |
106,437
-1,589
| -1% | -$154K | 3.15% | 7 |
|
|
2023
Q1 | $9.84M | Sell |
108,026
-648
| -0.6% | -$59K | 3.18% | 5 |
|
|
2022
Q4 | $9.6M | Buy |
+108,674
| New | +$9.6M | 3.17% | 8 |
|