Mayflower Financial Advisors’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 | $375K | Hold |
2,701
| – | – | 0.05% | 282 |
|
|
2025
Q1 | $317K | Buy |
2,701
+24
| +0.9% | +$2.82K | 0.05% | 293 |
|
|
2024
Q4 | $339K | Hold |
2,677
| – | – | 0.05% | 279 |
|
|
2024
Q3 | $314K | Hold |
2,677
| – | – | 0.05% | 286 |
|
|
2024
Q2 | $295K | Sell |
2,677
-550
| -17% | -$60.7K | 0.05% | 283 |
|
|
2024
Q1 | $368K | Buy |
3,227
+550
| +21% | +$62.8K | 0.06% | 252 |
|
|
2023
Q4 | $280K | Hold |
2,677
| – | – | 0.04% | 277 |
|
|
2023
Q3 | $245K | Hold |
2,677
| – | – | 0.04% | 282 |
|
|
2023
Q2 | $259K | Sell |
2,677
-86
| -3% | -$8.31K | 0.03% | 299 |
|
|
2023
Q1 | $252K | Hold |
2,763
| – | – | 0.03% | 292 |
|
|
2022
Q4 | $231K | Buy |
+2,763
| New | +$231K | 0.03% | 306 |
|