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LWM Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

LWM Advisors’s Portfolio IWP Stock Details IWP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.48M Sell
32,272
-76
-0.2% -$10.5K 4.3% 8
2025
Q1 		$4.09M Sell
32,348
-119
-0.4% -$15K 4.21% 8
2024
Q4 		$4.12M Buy
+32,467
New +$4.12M 4.13% 9