Mitchell McLeod Pugh & Williams’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 | $468K | Sell |
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|
2025
Q2 | $490K | Hold |
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|
2025
Q1 | $415K | Hold |
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|
2024
Q4 | $448K | Hold |
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|
2024
Q3 | $415K | Sell |
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|
2024
Q2 | $437K | Buy |
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|
2024
Q1 | $403K | Sell |
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|
2023
Q4 | $372K | Buy |
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|
2023
Q3 | $313K | Hold |
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|
2023
Q2 | $331K | Sell |
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|
2023
Q1 | $342K | Sell |
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|
2022
Q4 | $338K | Buy |
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|
2022
Q3 | $270K | Buy |
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|
2022
Q2 | $257K | Hold |
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|
2022
Q1 | $327K | Hold |
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|
2021
Q4 | $374K | Hold |
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|
2021
Q3 | $364K | Hold |
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|
2021
Q2 | $368K | Hold |
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|
2021
Q1 | $332K | Hold |
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|
2020
Q4 | $334K | Hold |
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|
2020
Q3 | $281K | Hold |
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|
2020
Q2 | $257K | Buy |
|