Montag & Associates’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 | $198K | Hold |
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|
2025
Q2 | $193K | Hold |
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|
2025
Q1 | $164K | Sell |
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|
2024
Q4 | $358K | Buy |
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|
2024
Q3 | $196K | Hold |
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|
2024
Q2 | $185K | Hold |
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|
2024
Q1 | $191K | Hold |
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|
2023
Q4 | $175K | Buy |
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|
2023
Q3 | $100K | Sell |
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|
2023
Q2 | $110K | Hold |
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|
2023
Q1 | $104K | Hold |
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|
2022
Q4 | $95.5K | Buy |
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|
2022
Q3 | $84K | Hold |
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|
2022
Q2 | $85K | Hold |
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|
2022
Q1 | $107K | Hold |
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|
2021
Q4 | $123K | Hold |
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|
2021
Q3 | $120K | Hold |
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|
2021
Q2 | $121K | Hold |
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|
2021
Q1 | $109K | Buy |
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|
2020
Q4 | $104K | Buy |
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