LVW 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
Q1 | – | Sell |
-4,799
| Closed | -$608K | – | 309 |
|
|
2024
Q4 | $608K | Buy |
+4,799
| New | +$608K | 0.07% | 162 |
|
|
2022
Q3 | – | Sell |
-6,530
| Closed | -$517K | – | 228 |
|
|
2022
Q2 | $517K | Buy |
+6,530
| New | +$517K | 0.11% | 128 |
|
|
2022
Q1 | – | Sell |
-5,560
| Closed | -$641K | – | 236 |
|
|
2021
Q4 | $641K | Buy |
+5,560
| New | +$641K | 0.11% | 128 |
|