Luts & Greenleigh Group’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 | $1.58M | Buy |
11,395
+308
| +3% | +$42.7K | 1.52% | 14 |
|
|
2025
Q1 | $1.3M | Sell |
11,087
-13
| -0.1% | -$1.53K | 1.29% | 17 |
|
|
2024
Q4 | $1.41M | Sell |
11,100
-8
| -0.1% | -$1.01K | 1.39% | 14 |
|
|
2024
Q3 | $1.3M | Buy |
11,108
+102
| +0.9% | +$12K | 1.25% | 15 |
|
|
2024
Q2 | $1.21M | Buy |
+11,006
| New | +$1.21M | 1.26% | 16 |
|
|
2023
Q4 | $1.26M | Sell |
12,059
-968
| -7% | -$101K | 1.59% | 11 |
|
|
2023
Q3 | $1.19M | Buy |
13,027
+1,133
| +10% | +$103K | 1.48% | 12 |
|
|
2023
Q2 | $1.15M | Buy |
11,894
+681
| +6% | +$65.8K | 1.42% | 14 |
|
|
2023
Q1 | $1.02M | Sell |
11,213
-3,680
| -25% | -$335K | 1.29% | 14 |
|
|
2022
Q4 | $1.25M | Buy |
+14,893
| New | +$1.25M | 1.58% | 13 |
|