Mark Sheptoff Financial Planning’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 | $20.4K | Hold |
147
| – | – | 0.01% | 269 |
|
|
2025
Q1 | $17.3K | Buy |
147
+42
| +40% | +$4.94K | 0.01% | 260 |
|
|
2024
Q4 | $13.3K | Hold |
105
| – | – | 0.01% | 293 |
|
|
2024
Q3 | $12.3K | Sell |
105
-28
| -21% | -$3.28K | 0.01% | 288 |
|
|
2024
Q2 | $14.7K | Hold |
133
| – | – | 0.01% | 281 |
|
|
2024
Q1 | $15.2K | Buy |
133
+105
| +375% | +$12K | 0.01% | 259 |
|
|
2023
Q4 | $2.93K | Hold |
28
| – | – | ﹤0.01% | 348 |
|
|
2023
Q3 | $2.56K | Hold |
28
| – | – | ﹤0.01% | 332 |
|
|
2023
Q2 | $2.71K | Hold |
28
| – | – | ﹤0.01% | 339 |
|
|
2023
Q1 | $2.55K | Hold |
28
| – | – | ﹤0.01% | 337 |
|
|
2022
Q4 | $2.34K | Hold |
28
| – | – | ﹤0.01% | 345 |
|
|
2022
Q3 | $2K | Hold |
28
| – | – | ﹤0.01% | 327 |
|
|
2022
Q2 | $2K | Hold |
28
| – | – | ﹤0.01% | 339 |
|
|
2022
Q1 | $3K | Hold |
28
| – | – | ﹤0.01% | 366 |
|
|
2021
Q4 | $3K | Buy |
+28
| New | +$3K | ﹤0.01% | 395 |
|
|
2020
Q1 | – | Sell |
-630
| Closed | -$48K | – | 365 |
|
|
2019
Q4 | $48K | Hold |
630
| – | – | 0.03% | 153 |
|
|
2019
Q3 | $45K | Buy |
+630
| New | +$45K | 0.03% | 152 |
|