LRI Investments’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 | $326K | Hold |
2,350
| – | – | 0.03% | 223 |
|
2025
Q1 | $276K | Hold |
2,350
| – | – | 0.03% | 225 |
|
2024
Q4 | $298K | Hold |
2,350
| – | – | 0.03% | 204 |
|
2024
Q3 | $303K | Hold |
2,350
| – | – | 0.03% | 211 |
|
2024
Q2 | $259K | Hold |
2,350
| – | – | 0.03% | 203 |
|
2024
Q1 | $268K | Buy |
+2,350
| New | +$268K | 0.07% | 117 |
|