Milestone Investment 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 | $183K | Sell |
1,321
-94
| -7% | -$13K | 0.05% | 81 |
|
|
2025
Q1 | $166K | Hold |
1,415
| – | – | 0.05% | 83 |
|
|
2024
Q4 | $179K | Hold |
1,415
| – | – | 0.05% | 81 |
|
|
2024
Q3 | $166K | Hold |
1,415
| – | – | 0.05% | 84 |
|
|
2024
Q2 | $156K | Hold |
1,415
| – | – | 0.04% | 82 |
|
|
2024
Q1 | $162K | Hold |
1,415
| – | – | 0.04% | 79 |
|
|
2023
Q4 | $148K | Hold |
1,415
| – | – | 0.04% | 76 |
|
|
2023
Q3 | $129K | Buy |
1,415
+257
| +22% | +$23.5K | 0.04% | 130 |
|
|
2023
Q2 | $112K | Hold |
1,158
| – | – | 0.03% | 76 |
|
|
2023
Q1 | $105K | Hold |
1,158
| – | – | 0.03% | 141 |
|
|
2022
Q4 | $96.8K | Buy |
+1,158
| New | +$96.8K | 0.03% | 74 |
|