McDonald Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$313K Hold
2025
Q2
$305K Hold
2025
Q1
$258K Hold
2024
Q4
$279K Hold
2024
Q3
$258K Hold
2024
Q2
$243K Hold
2024
Q1
$251K Sell
2023
Q4
$246K Hold
2023
Q3
$215K Hold
2023
Q2
$228K Hold
2023
Q1
$215K Buy
2022
Q2
Sell
2022
Q1
$549K Buy
2021
Q4
$8.3K Buy