Mark Sheptoff Financial Planning’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 | $30.9K | Buy |
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|
2025
Q2 | $20.4K | Hold |
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|
2025
Q1 | $17.3K | Buy |
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|
2024
Q4 | $13.3K | Hold |
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|
2024
Q3 | $12.3K | Sell |
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|
2024
Q2 | $14.7K | Hold |
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|
2024
Q1 | $15.2K | Buy |
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|
2023
Q4 | $2.92K | Hold |
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|
2023
Q3 | $2.56K | Hold |
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|
2023
Q2 | $2.71K | Hold |
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|
2023
Q1 | $2.55K | Hold |
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|
2022
Q4 | $2.34K | Hold |
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|
2022
Q3 | $2K | Hold |
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|
2022
Q2 | $2K | Hold |
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|
2022
Q1 | $3K | Hold |
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|
2021
Q4 | $3K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $48K | Hold |
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|
2019
Q3 | $45K | Buy |
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