Monarch Capital 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
$321K Hold
2025
Q2
$313K Hold
2025
Q1
$265K Hold
2024
Q4
$286K Hold
2024
Q3
$265K Hold
2024
Q2
$249K Hold
2024
Q1
$258K Hold
2023
Q4
$236K Hold
2023
Q3
$206K Hold
2023
Q2
$218K Hold
2023
Q1
$205K Buy
2022
Q2
Sell
2022
Q1
$227K Hold
2021
Q4
$260K Sell
2021
Q3
$264K Buy