Mason & Associates (California)’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 | $234K | Buy |
+1,685
| New | +$234K | 0.05% | 113 |
|
|
2025
Q1 | – | Sell |
-1,686
| Closed | -$214K | – | 119 |
|
|
2024
Q4 | $214K | Buy |
+1,686
| New | +$214K | 0.05% | 102 |
|
|
2024
Q2 | – | Sell |
-1,792
| Closed | -$205K | – | 114 |
|
|
2024
Q1 | $205K | Buy |
+1,792
| New | +$205K | 0.05% | 111 |
|
|
2022
Q2 | – | Sell |
-64,984
| Closed | -$6.53M | – | 99 |
|
|
2022
Q1 | $6.53M | Sell |
64,984
-95,804
| -60% | -$9.63M | 2% | 17 |
|
|
2021
Q4 | $18.5M | Buy |
+160,788
| New | +$18.5M | 5.63% | 4 |
|