Mission Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Mission Wealth Management’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.39M	Sell	10,014 -78	-0.8%	-$10.8K	0.03%	254
2025 Q1	$1.19M	Buy	10,092 +153	+2%	+$18K	0.03%	255
2024 Q4	$1.26M	Hold	9,939	–	–	0.03%	227
2024 Q3	$1.17M	Buy	9,939 +76	+0.8%	+$8.91K	0.03%	245
2024 Q2	$1.09M	Sell	9,863 -325	-3%	-$35.9K	0.03%	236
2024 Q1	$1.16M	Buy	10,188 +519	+5%	+$59.2K	0.03%	249
2023 Q4	$1.01M	Buy	9,669 +41	+0.4%	+$4.28K	0.03%	229
2023 Q3	$880K	Sell	9,628 -656	-6%	-$59.9K	0.03%	230
2023 Q2	$994K	Buy	10,284 +90	+0.9%	+$8.7K	0.04%	210
2023 Q1	$928K	Buy	10,194 +3	+0%	+$273	0.04%	216
2022 Q4	$852K	Sell	10,191 -5	-0%	-$418	0.04%	226
2022 Q3	$800K	Buy	10,196 +4	+0%	+$314	0.04%	208
2022 Q2	$807K	Sell	10,192 -532	-5%	-$42.1K	0.04%	214
2022 Q1	$1.08M	Buy	10,724 +587	+6%	+$59K	0.05%	182
2021 Q4	$1.17M	Buy	10,137 +104	+1%	+$12K	0.05%	165
2021 Q3	$1.12M	Buy	10,033 +2	+0%	+$224	0.06%	157
2021 Q2	$1.14M	Buy	10,031 +21	+0.2%	+$2.38K	0.06%	154
2021 Q1	$1.02M	Buy	10,010 +353	+4%	+$36K	0.06%	150
2020 Q4	$991K	Buy	9,657 +259	+3%	+$26.6K	0.06%	146
2020 Q3	$812K	Buy	9,398 +2	+0%	+$173	0.06%	148
2020 Q2	$743K	Sell	9,396 -160	-2%	-$12.7K	0.06%	144
2020 Q1	$581K	Sell	9,556 -220	-2%	-$13.4K	0.06%	139
2019 Q4	$746K	Buy	9,776 +2	+0%	+$153	0.07%	138
2019 Q3	$691K	Buy	9,774 +366	+4%	+$25.9K	0.07%	135
2019 Q2	$671K	Buy	9,408 +1,818	+24%	+$130K	0.08%	136
2019 Q1	$515K	Hold	7,590	–	–	0.06%	162
2018 Q4	$432K	Sell	7,590 -2,748	-27%	-$156K	0.06%	163
2018 Q3	$701K	Hold	10,338	–	–	0.09%	120
2018 Q2	$655K	Buy	10,338 +3,948	+62%	+$250K	0.1%	114
2018 Q1	$393K	Hold	6,390	–	–	0.06%	139
2017 Q4	$385K	Buy	6,390 +390	+7%	+$23.5K	0.07%	127
2017 Q3	$340K	Hold	6,000	–	–	0.06%	130
2017 Q2	$324K	Hold	6,000	–	–	0.06%	124
2017 Q1	$311K	Hold	6,000	–	–	0.06%	127
2016 Q4	$292K	Buy	+6,000	New	+$292K	0.06%	131