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 |
|