Mitchell McLeod Pugh & Williams’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 | $490K | Hold |
3,535
| – | – | 0.09% | 181 |
|
|
2025
Q1 | $415K | Hold |
3,535
| – | – | 0.09% | 190 |
|
|
2024
Q4 | $448K | Hold |
3,535
| – | – | 0.09% | 183 |
|
|
2024
Q3 | $415K | Sell |
3,535
-429
| -11% | -$50.3K | 0.09% | 194 |
|
|
2024
Q2 | $437K | Buy |
3,964
+429
| +12% | +$47.3K | 0.1% | 180 |
|
|
2024
Q1 | $403K | Sell |
3,535
-26
| -0.7% | -$2.97K | 0.1% | 185 |
|
|
2023
Q4 | $372K | Buy |
3,561
+134
| +4% | +$14K | 0.1% | 182 |
|
|
2023
Q3 | $313K | Hold |
3,427
| – | – | 0.09% | 188 |
|
|
2023
Q2 | $331K | Sell |
3,427
-329
| -9% | -$31.8K | 0.1% | 191 |
|
|
2023
Q1 | $342K | Sell |
3,756
-292
| -7% | -$26.6K | 0.11% | 188 |
|
|
2022
Q4 | $338K | Buy |
4,048
+601
| +17% | +$50.2K | 0.11% | 186 |
|
|
2022
Q3 | $270K | Buy |
3,447
+197
| +6% | +$15.4K | 0.1% | 188 |
|
|
2022
Q2 | $257K | Hold |
3,250
| – | – | 0.1% | 185 |
|
|
2022
Q1 | $327K | Hold |
3,250
| – | – | 0.11% | 177 |
|
|
2021
Q4 | $374K | Hold |
3,250
| – | – | 0.12% | 172 |
|
|
2021
Q3 | $364K | Hold |
3,250
| – | – | 0.14% | 166 |
|
|
2021
Q2 | $368K | Hold |
3,250
| – | – | 0.14% | 164 |
|
|
2021
Q1 | $332K | Hold |
3,250
| – | – | 0.14% | 166 |
|
|
2020
Q4 | $334K | Hold |
3,250
| – | – | 0.15% | 157 |
|
|
2020
Q3 | $281K | Hold |
3,250
| – | – | 0.14% | 159 |
|
|
2020
Q2 | $257K | Buy |
+3,250
| New | +$257K | 0.15% | 157 |
|