Modera Wealth Management’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 | $7.48M | Sell |
|
|||||
|
2025
Q2 | $7.33M | Sell |
|
|||||
|
2025
Q1 | $6.22M | Sell |
|
|||||
|
2024
Q4 | $6.71M | Hold |
|
|||||
|
2024
Q3 | $6.21M | Sell |
|
|||||
|
2024
Q2 | $5.91M | Sell |
|
|||||
|
2024
Q1 | $6.15M | Sell |
|
|||||
|
2023
Q4 | $5.74M | Sell |
|
|||||
|
2023
Q3 | $5.08M | Sell |
|
|||||
|
2023
Q2 | $5.46M | Buy |
|
|||||
|
2023
Q1 | $2M | Hold |
|
|||||
|
2022
Q4 | $1.84M | Sell |
|
|||||
|
2022
Q3 | $1.77M | Hold |
|
|||||
|
2022
Q2 | $1.78M | Sell |
|
|||||
|
2022
Q1 | $2.33M | Buy |
|
|||||
|
2021
Q4 | $2.64M | Buy |
|