Monarch Capital 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 | $313K | Hold |
2,256
| – | – | 0.08% | 106 |
|
|
2025
Q1 | $265K | Hold |
2,256
| – | – | 0.07% | 107 |
|
|
2024
Q4 | $286K | Hold |
2,256
| – | – | 0.08% | 107 |
|
|
2024
Q3 | $265K | Hold |
2,256
| – | – | 0.07% | 108 |
|
|
2024
Q2 | $249K | Hold |
2,256
| – | – | 0.07% | 109 |
|
|
2024
Q1 | $258K | Hold |
2,256
| – | – | 0.07% | 106 |
|
|
2023
Q4 | $236K | Hold |
2,256
| – | – | 0.07% | 105 |
|
|
2023
Q3 | $206K | Hold |
2,256
| – | – | 0.07% | 107 |
|
|
2023
Q2 | $218K | Hold |
2,256
| – | – | 0.07% | 106 |
|
|
2023
Q1 | $205K | Buy |
+2,256
| New | +$205K | 0.06% | 109 |
|
|
2022
Q2 | – | Sell |
-2,256
| Closed | -$227K | – | 124 |
|
|
2022
Q1 | $227K | Hold |
2,256
| – | – | 0.06% | 117 |
|
|
2021
Q4 | $260K | Sell |
2,256
-100
| -4% | -$11.5K | 0.07% | 111 |
|
|
2021
Q3 | $264K | Buy |
+2,356
| New | +$264K | 0.07% | 105 |
|