Milestone Investment Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $188K | Hold |
|
|||||
|
2025
Q2 | $183K | Sell |
|
|||||
|
2025
Q1 | $166K | Hold |
|
|||||
|
2024
Q4 | $179K | Hold |
|
|||||
|
2024
Q3 | $166K | Hold |
|
|||||
|
2024
Q2 | $156K | Hold |
|
|||||
|
2024
Q1 | $162K | Hold |
|
|||||
|
2023
Q4 | $148K | Hold |
|
|||||
|
2023
Q3 | $129K | Buy |
|
|||||
|
2023
Q2 | $112K | Hold |
|
|||||
|
2023
Q1 | $105K | Hold |
|
|||||
|
2022
Q4 | $96.8K | Buy |
|