Mascoma Wealth Management’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 | $23.3K | Hold |
168
| – | – | 0.01% | 249 |
|
|
2025
Q1 | $19.7K | Sell |
168
-146
| -46% | -$17.2K | ﹤0.01% | 266 |
|
|
2024
Q4 | $39.8K | Buy |
314
+146
| +87% | +$18.5K | 0.01% | 219 |
|
|
2024
Q3 | $19.7K | Hold |
168
| – | – | ﹤0.01% | 266 |
|
|
2024
Q2 | $18.5K | Hold |
168
| – | – | ﹤0.01% | 278 |
|
|
2024
Q1 | $19.2K | Sell |
168
-80
| -32% | -$9.13K | 0.01% | 263 |
|
|
2023
Q4 | $25.9K | Hold |
248
| – | – | 0.01% | 247 |
|
|
2023
Q3 | $22.7K | Hold |
248
| – | – | 0.01% | 263 |
|
|
2023
Q2 | $23.7K | Hold |
248
| – | – | 0.01% | 254 |
|
|
2023
Q1 | $22.3K | Hold |
248
| – | – | 0.01% | 328 |
|
|
2022
Q4 | $20.7K | Hold |
248
| – | – | 0.01% | 325 |
|
|
2022
Q3 | $19K | Hold |
248
| – | – | 0.01% | 331 |
|
|
2022
Q2 | $20K | Hold |
248
| – | – | 0.01% | 341 |
|
|
2022
Q1 | $25K | Hold |
248
| – | – | 0.01% | 341 |
|
|
2021
Q4 | $29K | Hold |
248
| – | – | 0.01% | 281 |
|
|
2021
Q3 | $28K | Buy |
+248
| New | +$28K | 0.01% | 257 |
|
|
2021
Q2 | – | Sell |
-168
| Closed | -$17K | – | 282 |
|
|
2021
Q1 | $17K | Buy |
+168
| New | +$17K | 0.01% | 308 |
|
|
2019
Q3 | – | Sell |
-80
| Closed | -$6K | – | 219 |
|
|
2019
Q2 | $6K | Hold |
80
| – | – | ﹤0.01% | 289 |
|
|
2019
Q1 | $5K | Hold |
80
| – | – | ﹤0.01% | 299 |
|
|
2018
Q4 | $5K | Hold |
80
| – | – | ﹤0.01% | 296 |
|
|
2018
Q3 | $5K | Hold |
80
| – | – | ﹤0.01% | 323 |
|
|
2018
Q2 | $5K | Hold |
80
| – | – | ﹤0.01% | 314 |
|
|
2018
Q1 | $5K | Hold |
80
| – | – | ﹤0.01% | 307 |
|
|
2017
Q4 | $5K | Hold |
80
| – | – | ﹤0.01% | 300 |
|
|
2017
Q3 | $5K | Hold |
80
| – | – | ﹤0.01% | 321 |
|
|
2017
Q2 | $4K | Hold |
80
| – | – | ﹤0.01% | 336 |
|
|
2017
Q1 | $4K | Hold |
80
| – | – | ﹤0.01% | 309 |
|
|
2016
Q4 | $4K | Buy |
+80
| New | +$4K | ﹤0.01% | 310 |
|