Modera Wealth Management’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 | $7.33M | Sell |
52,880
-70
| -0.1% | -$9.71K | 0.09% | 152 |
|
|
2025
Q1 | $6.22M | Sell |
52,950
-25
| -0% | -$2.94K | 0.08% | 156 |
|
|
2024
Q4 | $6.71M | Hold |
52,975
| – | – | 0.08% | 152 |
|
|
2024
Q3 | $6.21M | Sell |
52,975
-575
| -1% | -$67.4K | 0.08% | 144 |
|
|
2024
Q2 | $5.91M | Sell |
53,550
-339
| -0.6% | -$37.4K | 0.09% | 140 |
|
|
2024
Q1 | $6.15M | Sell |
53,889
-1,018
| -2% | -$116K | 0.09% | 140 |
|
|
2023
Q4 | $5.74M | Sell |
54,907
-674
| -1% | -$70.4K | 0.09% | 142 |
|
|
2023
Q3 | $5.08M | Sell |
55,581
-895
| -2% | -$81.8K | 0.1% | 144 |
|
|
2023
Q2 | $5.46M | Buy |
56,476
+34,524
| +157% | +$3.34M | 0.1% | 141 |
|
|
2023
Q1 | $2M | Hold |
21,952
| – | – | 0.08% | 93 |
|
|
2022
Q4 | $1.84M | Sell |
21,952
-570
| -3% | -$47.7K | 0.07% | 97 |
|
|
2022
Q3 | $1.77M | Hold |
22,522
| – | – | 0.09% | 92 |
|
|
2022
Q2 | $1.78M | Sell |
22,522
-702
| -3% | -$55.6K | 0.09% | 98 |
|
|
2022
Q1 | $2.33M | Buy |
23,224
+321
| +1% | +$32.3K | 0.1% | 92 |
|
|
2021
Q4 | $2.64M | Buy |
+22,903
| New | +$2.64M | 0.1% | 98 |
|