May Barnhard Investments’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 | $5.5M | Sell |
39,635
-1,622
| -4% | -$225K | 2.57% | 12 |
|
|
2025
Q1 | $4.85M | Sell |
41,257
-2,955
| -7% | -$347K | 2.42% | 16 |
|
|
2024
Q4 | $5.6M | Sell |
44,212
-809
| -2% | -$103K | 2.67% | 15 |
|
|
2024
Q3 | $5.28M | Sell |
45,021
-510
| -1% | -$59.8K | 2.58% | 16 |
|
|
2024
Q2 | $5.02M | Sell |
45,531
-6,974
| -13% | -$770K | 2.59% | 14 |
|
|
2024
Q1 | $5.99M | Sell |
52,505
-8,482
| -14% | -$968K | 3% | 13 |
|
|
2023
Q4 | $6.37M | Buy |
+60,987
| New | +$6.37M | 3.28% | 10 |
|