McDonald Partners’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 | $305K | Hold |
2,200
| – | – | 0.07% | 210 |
|
|
2025
Q1 | $258K | Hold |
2,200
| – | – | 0.07% | 216 |
|
|
2024
Q4 | $279K | Hold |
2,200
| – | – | 0.07% | 206 |
|
|
2024
Q3 | $258K | Hold |
2,200
| – | – | 0.06% | 213 |
|
|
2024
Q2 | $243K | Hold |
2,200
| – | – | 0.07% | 221 |
|
|
2024
Q1 | $251K | Sell |
2,200
-158
| -7% | -$18K | 0.07% | 215 |
|
|
2023
Q4 | $246K | Hold |
2,358
| – | – | 0.07% | 208 |
|
|
2023
Q3 | $215K | Hold |
2,358
| – | – | 0.07% | 211 |
|
|
2023
Q2 | $228K | Hold |
2,358
| – | – | 0.07% | 215 |
|
|
2023
Q1 | $215K | Buy |
+2,358
| New | +$215K | 0.07% | 214 |
|
|
2022
Q2 | – | Sell |
-5,458
| Closed | -$549K | – | 305 |
|
|
2022
Q1 | $549K | Buy |
5,458
+5,386
| +7,481% | +$542K | 0.12% | 189 |
|
|
2021
Q4 | $8.3K | Buy |
+72
| New | +$8.3K | 0.01% | 200 |
|