Madison Wealth Partners’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 | $388K | Sell |
2,798
-13
| -0.5% | -$1.8K | 0.08% | 103 |
|
|
2025
Q1 | $330K | Sell |
2,811
-80
| -3% | -$9.4K | 0.08% | 106 |
|
|
2024
Q4 | $366K | Hold |
2,891
| – | – | 0.1% | 97 |
|
|
2024
Q3 | $339K | Hold |
2,891
| – | – | 0.1% | 103 |
|
|
2024
Q2 | $319K | Buy |
2,891
+23
| +0.8% | +$2.54K | 0.11% | 90 |
|
|
2024
Q1 | $327K | Hold |
2,868
| – | – | 0.12% | 87 |
|
|
2023
Q4 | $300K | Buy |
2,868
+678
| +31% | +$70.8K | 0.12% | 93 |
|
|
2023
Q3 | $200K | Hold |
2,190
| – | – | 0.1% | 95 |
|
|
2023
Q2 | $212K | Buy |
+2,190
| New | +$212K | 0.1% | 90 |
|
|
2022
Q2 | – | Sell |
-2,189
| Closed | -$220K | – | 84 |
|
|
2022
Q1 | $220K | Hold |
2,189
| – | – | 0.12% | 72 |
|
|
2021
Q4 | $252K | Buy |
2,189
+180
| +9% | +$20.7K | 0.13% | 63 |
|
|
2021
Q3 | $225K | Buy |
2,009
+116
| +6% | +$13K | 0.13% | 64 |
|
|
2021
Q2 | $214K | Buy |
+1,893
| New | +$214K | 0.12% | 67 |
|