Merit Financial Group’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
$1.86M Sell
13,416
-7,007
-34% -$972K 0.02% 552
2025
Q1
$2.4M Sell
20,423
-358
-2% -$42.1K 0.04% 375
2024
Q4
$2.63M Buy
20,781
+18,802
+950% +$2.38M 0.05% 302
2024
Q3
$232K Sell
1,979
-631
-24% -$74K 0.01% 748
2024
Q2
$288K Buy
+2,610
New +$288K 0.01% 745
2022
Q2
Sell
-2,835
Closed -$285K 587
2022
Q1
$285K Buy
+2,835
New +$285K 0.02% 310