Madison Wealth Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $398K | Hold |
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|
2025
Q2 | $388K | Sell |
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|
2025
Q1 | $330K | Sell |
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|
2024
Q4 | $366K | Hold |
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|
2024
Q3 | $339K | Hold |
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|
2024
Q2 | $319K | Buy |
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|
2024
Q1 | $327K | Hold |
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|
2023
Q4 | $300K | Buy |
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|
2023
Q3 | $200K | Hold |
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|
2023
Q2 | $212K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $220K | Hold |
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|
2021
Q4 | $252K | Buy |
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|
2021
Q3 | $225K | Buy |
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|
2021
Q2 | $214K | Buy |
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