Midland Wealth 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 | $418K | Hold |
3,015
| – | – | 0.02% | 128 |
|
|
2025
Q1 | $354K | Hold |
3,015
| – | – | 0.02% | 143 |
|
|
2024
Q4 | $382K | Sell |
3,015
-500
| -14% | -$63.4K | 0.02% | 147 |
|
|
2024
Q3 | $412K | Sell |
3,515
-1,257
| -26% | -$147K | 0.02% | 148 |
|
|
2024
Q2 | $527K | Buy |
4,772
+1,723
| +57% | +$190K | 0.03% | 137 |
|
|
2024
Q1 | $348K | Hold |
3,049
| – | – | 0.02% | 158 |
|
|
2023
Q4 | $318K | Buy |
+3,049
| New | +$318K | 0.02% | 156 |
|