Monetary Management Group’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 | $312K | Hold |
2,250
| – | – | 0.08% | 172 |
|
|
2025
Q1 | $264K | Buy |
2,250
+500
| +29% | +$58.7K | 0.07% | 178 |
|
|
2024
Q4 | $222K | Hold |
1,750
| – | – | 0.06% | 191 |
|
|
2024
Q3 | $205K | Hold |
1,750
| – | – | 0.05% | 196 |
|
|
2024
Q2 | $193K | Hold |
1,750
| – | – | 0.05% | 195 |
|
|
2024
Q1 | $200K | Hold |
1,750
| – | – | 0.06% | 192 |
|
|
2023
Q4 | $183K | Hold |
1,750
| – | – | 0.06% | 192 |
|
|
2023
Q3 | $160K | Hold |
1,750
| – | – | 0.05% | 195 |
|
|
2023
Q2 | $169K | Hold |
1,750
| – | – | 0.05% | 198 |
|
|
2023
Q1 | $159K | Hold |
1,750
| – | – | 0.05% | 199 |
|
|
2022
Q4 | $146K | Sell |
1,750
-3,000
| -63% | -$251K | 0.05% | 206 |
|
|
2022
Q3 | $373K | Buy |
+4,750
| New | +$373K | 0.12% | 141 |
|